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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Richard G. AntonioScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFAAtlas2023
2Matthew J. CarterScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFP, CFAAtlas2002
3Jessica C. ColemanScottsdale, AZIronwood Investment Counsel, LLCAdviser only–Atlas2025
4John R. EllisonScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFAAtlas2024
5Barrett A. GeistScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFPAtlas2021
6Roger S. GokoolScottsdale, AZIronwood Investment Counsel, LLCAdviser only–Atlas2026
7Brian N. JacksonScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFP, CFAAtlas2017
8Matthew S. KellyScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFP, CFAAtlas2013
9Michael C. LossingScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFPAtlas2003
10Giancarlo J. MateusScottsdale, AZIronwood Investment Counsel, LLCAdviser onlyCFPAtlas2009

2 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.