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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brian P. ClancySeattle, WADavidson Investment Advisors, Inc.Adviser onlyCFAAtlas2004
2Paul G. CondratCarlsbad, CADavidson Investment Advisors, Inc.Adviser onlyCFAAtlas2020
3Edward P. Crotty Jr.Great Falls, MTDavidson Investment Advisors, Inc. +1 moreAdviser and brokerCFAAtlas2006
4Andrew I. DavidsonGreat Falls, MTDavidson Investment Advisors, Inc. +1 moreAdviser and broker–Atlas1995
5Robert J. De MeulenaereBozeman, MTDavidson Investment Advisors, Inc. +1 moreAdviser and brokerCFAAtlas2019
6Bryn G. HagforsGreat Falls, MTDavidson Investment Advisors, Inc.Adviser only–Atlas2018
7William J. HolevoetSeattle, WADavidson Investment Advisors, Inc.Adviser only–Atlas2014
8Melissa C. HollingSpokane, WADavidson Investment Advisors, Inc. +1 moreAdviser and broker–Atlas2004
9Heather E. KubasGreat Falls, MTDavidson Investment Advisors, Inc.Adviser onlyCFAAtlas2014
10Michael P. KubasGreat Falls, MTDavidson Investment Advisors, Inc. +1 moreAdviser and brokerCFAAtlas2005

6 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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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.