Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 29 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
29 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Peter AdamsOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser and broker | CFP | Atlas | 2002 |
| 2Erin AnsalvishOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser and broker | CFP | Atlas | 2023 |
| 3Jared S. BolotinOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser and broker | – | Atlas | 2018 |
| 4Ana P. Bou- GoldsmithOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser only | – | Atlas | 2007 |
| 5Adam E. BuchananOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser only | – | Atlas | 2014 |
| 6Heather L. DeanOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser only | – | Atlas | 2010 |
| 7Melanie E. DenkOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser only | – | Atlas | 2021 |
| 8Donna C. GestlOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser and broker | CFP | Atlas | 2004 |
| 9Joseph A. GranahanOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser only | – | Atlas | 2020 |
| 10Donald N. HoffmanOwings Mills, MD | Prosperity - An Eisneramper Company | Adviser and broker | – | Atlas | 2002 |
19 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.