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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nicholas J. CostaItasca, ILWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2024
2Julie A. DonahueNew Lenox, ILWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2020
3Michael S. GregoryLibertyville, ILWealth Enhancement Advisory Services, LLC +1 moreAdviser and broker–Atlas2002
4Clare L. HansenChicago, ILWealth Enhancement Advisory Services, LLCAdviser only–Atlas2026
5Chad B. HumphreyNew Lenox, ILWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2007
6Robert KalmanNorthbrook, ILWealth Enhancement Advisory Services, LLCAdviser only–Atlas1999
7Chris KostiukNorthbrook, ILWealth Enhancement Advisory Services, LLCAdviser only–Atlas2018
8Dustin Kriengsak-ObhasNorthbrook, ILWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2010
9Kevin J. MeehanItasca, ILWealth Enhancement Advisory Services, LLCAdviser and brokerCFP, ChFCAtlas2002
10Connor B. MorseCrystal Lake, ILWealth Enhancement Advisory Services, LLCAdviser only–Atlas2014

7 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.