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 |
|---|---|---|---|---|---|
| 1Paul E. BurgdorfWest Chester, OH | Harvest Financial Advisors, LLC | Adviser only | – | Atlas | 2011 |
| 2Gaye Clarke LampertNaples, FL | Harvest Financial Advisors, LLC | Adviser only | – | Atlas | 2001 |
| 3Monica L. DwyerWest Chester, OH | Harvest Financial Advisors, LLC | Adviser only | CFP | Atlas | 2009 |
| 4Marc E. HennCincinnati, OH | Harvest Financial Advisors, LLC | Adviser only | CFP | Atlas | 2002 |
| 5Benjamin F. HunterWest Chester, OH | Harvest Financial Advisors, LLC | Adviser only | – | Atlas | 2023 |
| 6Bruce MasonCincinnati, OH | Harvest Financial Advisors, LLC | Adviser only | – | Atlas | 2008 |
| 7Ryan D. MotsingerWest Chester, OH | Harvest Financial Advisors, LLC | Adviser only | – | Atlas | 2020 |
| 8Matthew M. SavotiWest Chester, OH | Harvest Financial Advisors, LLC | Adviser only | – | Atlas | 2023 |
| 9Joy M. SchlieWest Chester, OH | Harvest Financial Advisors, LLC | Adviser only | CFP | Atlas | 2006 |
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.