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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. 398,301Registered 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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nicolas J. AndriotisOak Brook, ILBelpointe Asset Management LLCAdviser only–Atlas2023
2Nicholas J. BravoOak Brook, ILBelpointe Asset Management LLCAdviser only–Atlas2025
3Michael A. GoldenbergNorthfield, ILBelpointe Asset Management LLCAdviser onlyCFPAtlas2005
4Jignesh R. JainOak Brook, ILBelpointe Asset Management LLCAdviser only–Atlas2026
5Jon JakobsenNorthfield, ILBelpointe Asset Management LLCAdviser only–Atlas2023
6Nathan C. LewisChampaign, ILBelpointe Asset Management LLCAdviser onlyCFPAtlas2013
7Paul E. LewisChampaign, ILBelpointe Asset Management LLCAdviser onlyCFPAtlas1997
8Zach NugentOakbrook, ILBelpointe Asset Management LLCAdviser only–Atlas2021
9Harrison T. WallaceMoline, ILBelpointe Asset Management LLCAdviser only–Atlas2020

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.