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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Anna-Maria AstorBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser onlyCFPAtlas2024
2Alex J. BlickBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser onlyCFPAtlas2026
3Shawn T. HealyBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser only–Atlas2005
4Olga S. HejlBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser only–Atlas2010
5Mark P. HenleyBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser onlyCFPAtlas2025
6Douglas A. HenricksonBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser only–Atlas2005
7Sara E. LewisBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser onlyCFPAtlas2023
8Jeffery D. NautaBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser onlyCFP, CFAAtlas2005
9Tamara I. SnableBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser and broker–Atlas2010
10Adam V. WaleskowskiBelmont, MIHenrickson Nauta Wealth Advisors, Inc.Adviser only–Atlas2024

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.