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

18 advisors

Unlock all 18
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher D. BartCleveland, OHWealth Enhancement Advisory Services, LLCAdviser only–Atlas2001
2Michael BohmerCincinnati, OHWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2001
3Robert H. ChessWest Chester, OHWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2015
4Robert D. CoodeCleveland, OHWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2000
5Dean F. DanisonColumbus, OHWealth Enhancement Advisory Services, LLCAdviser only–Atlas2015
6John R. KahleCincinnati, OHWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2011
7Andrew KohnCincinnati, OHWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2016
8Garry P. KohnWest Chester, OHWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas1999
9Marquis L. LewisCleveland, OHWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2023
10Michael T. McKeownCleveland, OHWealth Enhancement Advisory Services, LLCAdviser onlyCFAAtlas2005

8 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.