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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. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Rebecca A. AardalCentennial, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2008
2Gavin ForrestCentennial, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2025
3Lowell C. Hansen IIIEnglewood, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2007
4Kirsten S. HollanderCentennial, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2002
5James L. Owsley IIICentennial, COSchaefer Financial Management, Inc.Adviser only–Atlas2026
6Henry J. SchaeferCentennial, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2022
7Jeffrey A. SchaeferEnglewood, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas1999
8Andrea N. SearleCentennial, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2005

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.