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

141 advisors

Unlock all 141
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan C. BaneyAkron, OHSequoia Financial Group, L.L.C.Adviser onlyCFP, ChFCAtlas2012
2Andrew T. BarrettAkron, OHSequoia Financial Group, L.L.C.Adviser only–Atlas2009
3Christine M. BoehnleinBeachwood, OHSequoia Financial Group, L.L.C.Adviser only–Atlas2006
4Jill A. BranthooverBeachwood, OHSequoia Financial Group, L.L.C.Adviser onlyCFPAtlas1999
5Nicholas L. BrossardAkron, OHSequoia Financial Group, L.L.C.Adviser only–Atlas2026
6Janice M. CackowskiAkron, OHSequoia Financial Group, L.L.C.Adviser onlyCFPAtlas2011
7Eric M. CarlonAkron, OHSequoia Financial Group, L.L.C.Adviser only–Atlas2025
8Robert B. CasaronaMayfield Heights, OHSequoia Financial Group, L.L.C.Adviser onlyCFPAtlas2015
9Halle M. ChelkoAkron, OHSequoia Financial Group, L.L.C.Adviser only–Atlas2023
10Zachary A. ChernusAkron, OHSequoia Financial Group, L.L.C.Adviser onlyCFAAtlas2023

131 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.