Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Timothy M. BrennanDeerfield, IL | Merit Financial Advisors | Adviser and broker | – | Atlas | 2004 |
| 2Steven R. FaganRockford, IL | Merit Financial Advisors | Adviser and broker | – | Atlas | 2007 |
| 3Patrick R. NoonanChicago, IL | Merit Financial Advisors | Adviser only | CFP | Atlas | 2004 |
| 4John M. O'SheaChicago, IL | Merit Financial Advisors | Adviser and broker | – | Atlas | 2013 |
| 5Shawn C. Quam-SchulzRockford, IL | Merit Financial Advisors | Adviser and broker | – | Atlas | 2005 |
| 6Matthew ReinhardtMount Prospect, IL | Merit Financial Advisors | Adviser only | CFA | Atlas | 2026 |
| 7Nadezda P. ScharnellChicago, IL | Merit Financial Advisors | Adviser and broker | – | Atlas | 2011 |
| 8Kimberly SpenceDeerfield, IL | Merit Financial Advisors | Adviser only | CFA | Atlas | 2013 |
| 9Nicholas J. WilkinsChicago, IL | Merit Financial Advisors | Adviser and broker | – | Atlas | 2001 |
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.