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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
1Michael CallahanLynnfield, MAAllworth Financial, L.P.Adviser onlyCFPAtlas2005
2Nicholas ForgioneLynnfield, MAAllworth Financial, L.P.Adviser onlyCFPAtlas2024
3Laura L. GustafsonNorwood, MAAllworth Financial, L.P.Adviser onlyCFP, ChFCAtlas2006
4Roger H. IngwersenWaltham, MAAllworth Financial, L.P.Adviser and brokerCFPAtlas1997
5Ashley R. LareauNorwood, MAAllworth Financial, L.P.Adviser onlyCFPAtlas2020
6Meagan H. RogersWaltham, MAAllworth Financial, L.P.Adviser onlyCFP, CFAAtlas2018
7Joseph SachettaLynnfield, MAAllworth Financial, L.P.Adviser onlyCFP, PFSAtlas1998
8Kevin SanchezLynnfield, MAAllworth Financial, L.P.Adviser only–Atlas2025

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.