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

50 advisors

Unlock all 50
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eber Horacio Alvarez LeosPortage, MIPNC Wealth Management LLCAdviser and broker–Atlas2025
2Rand C. ArwadyKalamazoo, MIPNC Wealth Management LLCAdviser and broker–Atlas2025
3William Behnke IIILansing, MIPNC Wealth Management LLCAdviser and broker–Atlas2013
4Brian D. BonsallDexter, MIPNC Wealth Management LLCAdviser and broker–Atlas2009
5Brad J. CarlsonTroy, MIPNC Wealth Management LLCAdviser and broker–Atlas2010
6Dustin J. ClareOscoda, MIPNC Wealth Management LLCAdviser and broker–Atlas2011
7Derrick M. ColemanGrand Haven, MIPNC Wealth Management LLCAdviser and broker–Atlas2022
8Linda C. CollierSaginaw, MIPNC Wealth Management LLCAdviser and broker–Atlas2006
9Gabrielle S. D'AngeloAnn Arbor, MIPNC Wealth Management LLCAdviser and broker–Atlas2015
10James R. DuffyNew Boston, MIPNC Wealth Management LLCAdviser and broker–Atlas2003

40 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.