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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Carol L. BendikOakmont, PAAllstate Financial Advisors, LLCAdviser and broker–Atlas2005
2Daniel BinYardley, PAAllstate Financial Advisors, LLCAdviser and broker–Atlas2025
3Joseph A. BrackenHavertown Pa, PAAllstate Financial Advisors, LLCAdviser and broker–Atlas2000
4Niki R. GrayYardley, PAAllstate Financial Advisors, LLCAdviser and brokerCFPAtlas2002
5Rajesh KhullarDoylestown, PAAllstate Financial Advisors, LLCAdviser and broker–Atlas2002
6Deanna M. LaspinoLansdale, PAAllstate Financial Advisors, LLCAdviser and broker–Atlas2010
7Keith T. Lohm Sr.Corapolis, PAAllstate Financial Advisors, LLCAdviser and broker–Atlas2002
8Bruce C. McCullochWashington Crossing, PAAllstate Financial Advisors, LLCAdviser and broker–Atlas2003
9Brendan C. SchuckYardley, PAAllstate Financial Advisors, LLCAdviser and brokerCFPAtlas2022
10Michael M. TolliverBeaver Falls, PAAllstate Financial Advisors, LLCAdviser and brokerCFPAtlas2014

From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.