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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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 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
1Larry D. AldersonTunkhannock, PAStone House Investment Management, LLCAdviser onlyCFPAtlas2003
2Aidan R. BrownTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2025
3Robert J. BrownTunkhannock, PAStone House Investment Management, LLCAdviser onlyCFPAtlas2004
4John M. BurkeTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2008
5Michael CravathTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2018
6Clay EubanksTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2026
7Barbara R. GrimaudTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2018
8Kathryn JohnstonTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2020
9Kirk A. LungerTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2014
10Katelyn M. MartinTunkhannock, PAStone House Investment Management, LLCAdviser only–Atlas2026

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.