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

38 advisors

Unlock all 38
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jacob M. BauerGrants Pass, ORKingsview Wealth Management, LLCAdviser and broker–Atlas2020
2Jeffrey F. BirchGrants Pass, ORKingsview Wealth Management, LLCAdviser only–Atlas2026
3Ryan S. BirchGrants Pass, ORKingsview Wealth Management, LLCAdviser onlyCFPAtlas2007
4Zachary R. BoydGrants Pass, ORKingsview Wealth Management, LLCAdviser onlyCFPAtlas2009
5Douglas CelliniGrants Pass, ORKingsview Wealth Management, LLCAdviser onlyCFPAtlas2019
6Justin A. ColeGrants Pass, ORKingsview Wealth Management, LLCAdviser onlyCFPAtlas2012
7George K. DemetriadesGrants Pass, ORKingsview Wealth Management, LLCAdviser onlyCFPAtlas2012
8David DuffGrants Pass, ORKingsview Wealth Management, LLCAdviser only–Atlas2025
9Joshua D. FarleyGrants Pass, ORKingsview Wealth Management, LLCAdviser only–Atlas2008
10Andrew C. FarmerGrants Pass, ORKingsview Wealth Management, LLCAdviser only–Atlas2007

28 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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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.