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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael E. AnninChicago, ILPrecision Fiduciary Partners, LLC +1 moreAdviser and brokerCFAAtlas2001
2Lavanya BatchuChicago, ILPrecision Fiduciary Partners, LLC +1 moreAdviser and broker–Atlas2014
3Alexander I. BehmThornton, COPrecision Fiduciary Partners, LLCAdviser onlyCFAAtlas2014
4Ethan N. BlanchardAustin, TXPrecision Fiduciary Partners, LLCAdviser only–Atlas2025
5Christopher J. ManorAustin, TXPrecision Fiduciary Partners, LLCAdviser onlyChFCAtlas2022
6Alexis J. MillerAustin, TXPrecision Fiduciary Partners, LLCAdviser only–Atlas2020
7Christopher M. O'NeillChicago, ILPrecision Fiduciary Partners, LLC +1 moreAdviser and brokerCFP, ChFC, CFAAtlas2003
8Dominic SandersonAustin, TXPrecision Fiduciary Partners, LLCAdviser and broker–Atlas2025
9Michael J. SchaefferAustin, TXPrecision Fiduciary Partners, LLCAdviser only–Atlas2009
10Wenli TanChicago, ILPrecision Fiduciary Partners, LLC +1 moreAdviser and broker–Atlas2014

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.