Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Michael J. HuberRockville, MD | Quantum Financial Advisors Inc. | Adviser only | – | Atlas | 2025 |
| 2Emmanuel N. IkeRockville, MD | Quantum Financial Advisors Inc. | Adviser only | – | Atlas | 2019 |
| 3Yongxiang LiRockville, MD | Quantum Financial Advisors Inc. | Adviser only | CFA | Atlas | 2025 |
| 4Howard R. LodgeRockville, MD | Quantum Financial Advisors Inc. | Adviser only | – | Atlas | 2023 |
| 5Andrew B. MartinRockville, MD | Quantum Financial Advisors Inc. | Adviser only | – | Atlas | 2002 |
| 6Joseph F. Rinaldi, IIIRockville, MD | Quantum Financial Advisors Inc. | Adviser only | – | Atlas | 2011 |
| 7Richard L. StoneAlexandria, VA | Quantum Financial Advisors Inc. | Adviser only | – | Atlas | 2010 |
| 8Mark R. TiralosiRockville, MD | Quantum Financial Advisors Inc. | Adviser only | – | Atlas | 2023 |
| 9John A. WeisbrodPittsburgh, PA | Quantum Financial Advisors Inc. | Adviser only | ChFC | Atlas | 1993 |
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.