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

26 advisors

Unlock all 26
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Scott F. AngebrandtEast Lansing, MIFairway Investment Group, LLCAdviser and broker–Atlas2022
2Scott A. BarnhartEast Lansing, MIFairway Investment Group, LLCAdviser and brokerCFP, ChFCAtlas2017
3Donna R. BowenMidland, MIFairway Investment Group, LLCAdviser and broker–Atlas2024
4Geoffrey T. ClarkShelby Twp, MIFairway Investment Group, LLCAdviser and broker–Atlas2026
5Jeffrey M. CondonAdrian, MIFairway Investment Group, LLCAdviser and broker–Atlas2021
6Lowell ConnerNewport, MIFairway Investment Group, LLCAdviser and broker–Atlas2014
7Kenneth J. CookGrandville, MIFairway Investment Group, LLCAdviser and broker–Atlas2017
8Matthew J. CookEast Lansing, MIFairway Investment Group, LLCAdviser and broker–Atlas2021
9Nicholas A. DevriesKalamazoo, MIFairway Investment Group, LLCAdviser and broker–Atlas2024
10Jason T. DiotteEast Lansing, MIFairway Investment Group, LLCAdviser and broker–Atlas2010

16 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.