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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Zachary M. BurnsCincinnati, OHPca Investment Advisory Services, Inc.Adviser onlyCFAAtlas2010
2Madison E. CloreCincinnati, OHPca Investment Advisory Services, Inc.Adviser only–Atlas2026
3Justin A. DornbachCincinnati, OHPca Investment Advisory Services, Inc.Adviser onlyCFPAtlas2020
4Mark D. HollyCincinnati, OHPca Investment Advisory Services, Inc.Adviser only–Atlas2003
5Mark A. JanszenCincinnati, OHPca Investment Advisory Services, Inc.Adviser onlyCFPAtlas2007
6Carrie A. LucasCincinnati, OHPca Investment Advisory Services, Inc.Adviser only–Atlas2018
7Matthew D. MullinsCincinnati, OHPca Investment Advisory Services, Inc.Adviser onlyCFPAtlas2022
8Seth R. PriestleCincinnati, OHPca Investment Advisory Services, Inc.Adviser onlyCFPAtlas2014
9Justin E. SeitzCincinnati, OHPca Investment Advisory Services, Inc.Adviser onlyCFPAtlas2010
10Thomas E. SeitzCincinnati, OHPca Investment Advisory Services, Inc.Adviser only–Atlas2003

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.