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

22 advisors

Unlock all 22
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Maryanne R. BattistoneCleveland, OHMcDonald Partners LLCAdviser and broker–Atlas2009
2Dylan R. CaslerCleveland, OHMcDonald Partners LLCAdviser only–Atlas2022
3Heather F. FrutigCleveland, OHMcDonald Partners LLCAdviser onlyCFPAtlas2025
4William M. Hegarty Jr.Cleveland, OHMcDonald Partners LLCAdviser and broker–Atlas2005
5Rita MansourToledo, OHMcDonald Partners LLCAdviser and broker–Atlas1999
6Devon F. McArdleCleveland, OHMcDonald Partners LLCAdviser and broker–Atlas2004
7John E. McArdle IIICleveland, OHMcDonald Partners LLCAdviser and broker–Atlas2010
8Arnold B. McDonaldCleveland, OHMcDonald Partners LLCAdviser and broker–Atlas2007
9Brian A. McDonaldCleveland, OHMcDonald Partners LLCAdviser and broker–Atlas2019
10Michael T. McGrailCleveland, OHMcDonald Partners LLCAdviser and broker–Atlas2011

12 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.