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Est. 2026The front page of wealth managementNew York

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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya
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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. 420,205Registered advisersEvery investment adviser representative
  2. 322,778Dually registered77% are also broker reps
  3. 97,427Adviser onlyNot registered with a broker-dealer
  4. 26,288FirmsWhere they're registered
  5. 60,511CFPs11,579 CFAs, 13,469 ChFCs

From the SEC’s compilation report of October 22, 2026, refreshed every morning. −21,945 since the file before. 38 firm joins and 22,542 departures in the latest file. 1 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1 advisor

Unlock all 1
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Justin M. NaabNewburgh, INSummit Investments, Inc.Adviser only–Atlas1998

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.