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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 6 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

6 advisors

Unlock all 6
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alan T. BewleyCharlottesville, VAUnited Wealth Management, LLCAdviser only–Atlas2004
2Peter T. DillonColorado Springs, COUnited Wealth Management, LLCAdviser onlyCFPAtlas2023
3Daniel D. LohmarRochester, ILUnited Wealth Management, LLCAdviser onlyCFPAtlas2005
4Elizabeth M. TurnerWilliamsburg, VAUnited Wealth Management, LLCAdviser onlyChFCAtlas2025
5Kimberly VoigtCharlottesville, VAUnited Wealth Management, LLCAdviser only–Atlas2022
6Harry F. Zinsser IIICharlottesville, VAUnited Wealth Management, LLCAdviser only–Atlas2021

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.