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

136 advisors

Unlock all 136
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Chad AdamsPowell, OHPNC Wealth Management LLCAdviser and broker–Atlas2014
2August W. AllendorfNorwalk, OHPNC Wealth Management LLCAdviser and broker–Atlas2011
3Dolores AlquistAkron, OHPNC Wealth Management LLCAdviser and broker–Atlas2006
4Pete AngelokostopoulosCleveland, OHPNC Wealth Management LLCAdviser and broker–Atlas2010
5Jason E. ArmstrongCleveland, OHPNC Wealth Management LLCAdviser and broker–Atlas2014
6John AttawayCleveland, OHPNC Wealth Management LLCAdviser and broker–Atlas2022
7Christopher BarnesMason, OHPNC Wealth Management LLCAdviser and broker–Atlas2011
8Zachary BartkoToledo, OHPNC Wealth Management LLCAdviser and broker–Atlas2025
9Brian L. BeebeWadsworth, OHPNC Wealth Management LLCAdviser and broker–Atlas2003
10William S. BeesonCenterville, OHPNC Wealth Management LLCAdviser and broker–Atlas2006

126 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.