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

34 advisors

Unlock all 34
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Shane B. AllenWilsonville, ORCambridge Investment Research Advisors, Inc.Adviser and brokerCFP, ChFCAtlas2023
2Jason T. ArbetterBend, ORCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2012
3Elizabeth A. BarryLake Oswego, ORCambridge Investment Research Advisors, Inc.Adviser onlyCFPAtlas2009
4Aaron BeanPortland, ORCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2022
5Timothy J. BellingerDallas, ORCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2003
6Jennifer L. BlakeNewberg, ORCambridge Investment Research Advisors, Inc.Adviser and brokerCFP, ChFCAtlas2001
7Ian T. BormanTigard, ORCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2021
8Barbara G. ClareSandy, ORCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2004
9Derek J. CramPortland, ORCambridge Investment Research Advisors, Inc.Adviser and brokerChFCAtlas2019
10Lucas F. EllisPortland, ORCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2024

24 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.