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

37 advisors

Unlock all 37
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Isabel S. AdcockGrand Rapids, MIPrincipal Securities, Inc.Adviser and broker–Atlas2025
2Conrad R. BeelerLansing, MIPrincipal Securities, Inc.Adviser and broker–Atlas2011
3Kyle R. BenhamGrand Rapids, MIPrincipal Securities, Inc.Adviser and broker–Atlas2023
4Betsy M. BrittonBoyne City, MIPrincipal Securities, Inc.Adviser and broker–Atlas2013
5Liam D. CarrLansing, MIPrincipal Securities, Inc.Adviser and broker–Atlas2026
6Salvatore J. DursoLansing, MIPrincipal Securities, Inc.Adviser and broker–Atlas2002
7Timothy M. DursoLansing, MIPrincipal Securities, Inc.Adviser and broker–Atlas2013
8Benjamin D. EichlerWilliamston, MIPrincipal Securities, Inc.Adviser and broker–Atlas2010
9Samuel R. FileGrand Rapids, MIPrincipal Securities, Inc.Adviser and broker–Atlas2025
10Randall S. FlinnBoyne City, MIPrincipal Securities, Inc.Adviser and broker–Atlas2020

27 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.