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

18 advisors

Unlock all 18
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jessica E. BeckLewiston, IDCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2010
2Michelle R. CadyMeridian, IDCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2007
3Carri L. CampbellEagle, IDCambridge Investment Research Advisors, Inc.Adviser and brokerChFCAtlas2002
4Scott A. ClevelandEagle, IDCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2011
5Nathanael C. DownsBoise, IDCambridge Investment Research Advisors, Inc. +1 moreAdviser and broker–Atlas2020
6Peggy L. FarnworthBoise, IDCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2006
7Mason L. FosterMeridian, IDCambridge Investment Research Advisors, Inc.Adviser only–Atlas2022
8Kenneth A. Friedman Jr.Coeur D' Alene, IDCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas1991
9Luke W. GeorgeMeridian, IDCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2023
10Annaliese L. GerdesEagle, IDCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2022

8 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.