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

25 advisors

Unlock all 25
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Quincey M. BeauchaineBozeman, MTRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2020
2Matthew L. BenedictWhitefish, MTRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009
3Lydia L. ButlerBoszeman, MTRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2016
4Douglas E. CastleBozeman, MTRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2020
5David G. ColeBozeman, MTRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2009
6Gregory J. DugdaleHavre, MTRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2018
7Luke J. FedykBozeman, MTRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2026
8Randy R. FlickerKalispell, MTRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2007
9Tarra T. Grazley-PfisterBillings, MTTtg Financial Services, Inc. +1 moreAdviser and broker–Atlas2007
10Alex J. HudakBozeman, MTRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009

15 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.