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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
1William ArthurKansas City, MOWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2026
2Michael CorgiatOld Monroe, MOWealth Enhancement Advisory Services, LLCAdviser and brokerChFCAtlas1995
3Edwin M. DillonLee's Summit, MOWealth Enhancement Advisory Services, LLCAdviser only–Atlas2013
4Justin DulleSt Louis, MOWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2025
5Paul FagyalSt Louis, MOWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2014
6Michele KittaClever, MOWealth Enhancement Advisory Services, LLCAdviser only–Atlas2024
7Lori A. Porcelli-PlesciaChesterfield, MOWealth Enhancement Advisory Services, LLCAdviser onlyCFP, PFSAtlas2007
8Stephen StricklinLee's Summit, MOWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2007

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.