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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Derek T. BergSioux Falls, SDEagle Strategies LLCAdviser and brokerChFCAtlas2004
2Paige BonnemaSioux Falls, SDEagle Strategies LLCAdviser and broker–Atlas2026
3Jacob D. BoomSioux Falls, SDEagle Strategies LLCAdviser and broker–Atlas2022
4Adam J. BussSioux Falls, SDEagle Strategies LLCAdviser and broker–Atlas2022
5Brady D. CameronTyndall, SDEagle Strategies LLCAdviser and broker–Atlas2024
6Mark CernickyRapid City, SDEagle Strategies LLCAdviser and brokerCFP, CFAAtlas2025
7Karla L. ChristensenWatertown, SDEagle Strategies LLCAdviser and broker–Atlas2026
8Trever J. DoddDakota Dunes, SDEagle Strategies LLCAdviser and broker–Atlas2022
9Kasha L. FritschSioux Falls, SDEagle Strategies LLCAdviser and broker–Atlas2026
10Kevin G. GarrySioux Falls, SDEagle Strategies LLCAdviser and brokerChFCAtlas2005

17 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.