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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Steven M. BaymorAudubon, PAValley Forge Investment Consultants, Inc.Adviser only–Atlas2023
2Brett D. KellerAudubon, PAValley Forge Investment Consultants, Inc.Adviser and broker–Atlas1994
3William T. KingsburyAudubon, PAValley Forge Investment Consultants, Inc.Adviser and broker–Atlas2024
4Michael J. MaherAudubon, PAValley Forge Investment Consultants, Inc.Adviser and broker–Atlas1994
5Mason T. MalozziAudubon, PAValley Forge Investment Consultants, Inc.Adviser and brokerCFPAtlas2026
6Edward J. McNicholasAudubon, PAValley Forge Investment Consultants, Inc.Adviser and broker–Atlas2002
7Cameron MillerAudubon, PAValley Forge Investment Consultants, Inc.Adviser only–Atlas2026
8Stephen T. Mumford Jr.Audubon, PAValley Forge Investment Consultants, Inc.Adviser and brokerCFPAtlas2006
9Peyton M. VostenakAudubon, PAValley Forge Investment Consultants, Inc.Adviser only–Atlas2024

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.