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

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John P. BeninatoYardley, PAWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2011
2Daniel J. BradyPittsburgh, PAWealth Enhancement Advisory Services, LLCAdviser only–Atlas2026
3Edward BraunMalvern, PAWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2016
4Anita BuerkleGreensburg, PAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2005
5James ButlerWest Conshohocken, PAWealth Enhancement Advisory Services, LLCAdviser onlyCFP, ChFCAtlas2000
6Michael T. ClatterbuckConshohocken, PAWealth Enhancement Advisory Services, LLCAdviser and brokerCFP, ChFCAtlas2014
7Timothy DecarolisPhiladelphia, PAWealth Enhancement Advisory Services, LLCAdviser and brokerCFPAtlas2022
8Michael FetterolfGreensburg, PAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2011
9Brian J. FisherMalvern, PAWealth Enhancement Advisory Services, LLCAdviser only–Atlas2004
10Timothy HewittWest Conshohocken, PAWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2010

21 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.