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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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 15 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kelsey N. ArdiesEdmond, OKGibraltar Capital Management, Inc.Adviser onlyCFPAtlas2024
2Andrew S. BoydTulsa, OKGibraltar Capital Management, Inc.Adviser onlyCFAAtlas2024
3Bret D. BreibeckTulsa, OKGibraltar Capital Management, Inc.Adviser only–Atlas2025
4Blake A. ChrismanTulsa, OKGibraltar Capital Management, Inc.Adviser only–Atlas2026
5Jamie L. CoxTulsa, OKGibraltar Capital Management, Inc.Adviser only–Atlas2024
6Michael C. CropperTulsa, OKGibraltar Capital Management, Inc.Adviser only–Atlas2024
7Brian M. CunninghamTulsa, OKGibraltar Capital Management, Inc.Adviser onlyCFPAtlas2024
8Joseph A. Hoffman Jr.Tulsa, OKGibraltar Capital Management, Inc.Adviser only–Atlas2023
9Jordan J. KingTulsa, OKGibraltar Capital Management, Inc.Adviser only–Atlas2025
10McCrary O. LoweTulsa, OKGibraltar Capital Management, Inc.Adviser onlyCFAAtlas2006

5 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.