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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert M. ByrnsOrland Park, ILStrategic Investment Solutions, Inc.Adviser onlyCFPAtlas1998
2Colin T. KellyOrland Park, ILStrategic Investment Solutions, Inc.Adviser and broker–Atlas2002
3Kevin KessenichOrland Park, ILStrategic Investment Solutions, Inc.Adviser only–Atlas2021
4David W. MatuszakOrland Park, ILStrategic Investment Solutions, Inc.Adviser onlyCFPAtlas2013
5Alexandra M. NelsonOrland Park, ILStrategic Investment Solutions, Inc.Adviser only–Atlas2023
6Trent R. OverzetOrland Park, ILStrategic Investment Solutions, Inc.Adviser and broker–Atlas2016
7Frank J. PavlicaOrland Park, ILStrategic Investment Solutions, Inc.Adviser and broker–Atlas1998
8Ayman SaidiOrland Park, ILStrategic Investment Solutions, Inc.Adviser only–Atlas2022
9James R. ViktoraOrland Park, ILStrategic Investment Solutions, Inc.Adviser only–Atlas2016

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.