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

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jonathan R. BathEaston, PAIntegrity Alliance, LLC.Adviser and broker–Atlas2010
2Joseph J. BrunoNewtown Square, PAIntegrity Alliance, LLC.Adviser and broker–Atlas2002
3David J. ChesnerYardley, PAIntegrity Alliance, LLC.Adviser and broker–Atlas2013
4William B. DunkerYardley, PAIntegrity Alliance, LLC. +1 moreAdviser and broker–Atlas2003
5Keith FetzerJohnstown, PAIntegrity Alliance, LLC.Adviser and broker–Atlas2012
6Trevon C. KanavyPlymouth Meeting, PAIntegrity Alliance, LLC.Adviser and broker–Atlas2006
7Justin T. KratzerLititz, PAIntegrity Alliance, LLC.Adviser only–Atlas2019
8Sean LyonsMacungie, PAIntegrity Alliance, LLC.Adviser and brokerCFPAtlas2004
9Mark J. MartinImperial, PAIntegrity Alliance, LLC.Adviser and brokerCFPAtlas2004
10Shennoah MillerJohnstown, PAIntegrity Alliance, LLC.Adviser and broker–Atlas2015

5 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.