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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kurt E. BeimfohrNewport Beach, CAKnightsbridge Wealth ManagementAdviser only–Atlas2012
2Hailee J. BrigmanNewport Beach, CAKnightsbridge Wealth ManagementAdviser only–Atlas2022
3Lindsey M. GarnNewport Beach, CAKnightsbridge Wealth ManagementAdviser onlyCFAAtlas2024
4James R. GarrisonNewport Beach, CAKnightsbridge Wealth ManagementAdviser onlyCFAAtlas2015
5Geoffrey HauckNewport Beach, CAKnightsbridge Wealth ManagementAdviser onlyCFAAtlas2025
6Joshua D. MeierNewport Beach, CAKnightsbridge Wealth ManagementAdviser only–Atlas2021
7John G. PrichardNewport Beach, CAKnightsbridge Wealth ManagementAdviser onlyCFAAtlas2003
8Jeffrey ViethNewport Beach, CAKnightsbridge Wealth ManagementAdviser onlyCFPAtlas2012
9Teresa A. WagnerNewport Beach, CAKnightsbridge Wealth ManagementAdviser onlyCFPAtlas2022
10Miles E. YourmanNewport Beach, CAKnightsbridge Wealth ManagementAdviser onlyCFAAtlas2022

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.