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

84 advisors

Unlock all 84
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brian A. AmbroseOverland Park, KSCreativeone Securities, LLCAdviser onlyCFPAtlas2001
2Jared D. AndersonOverland Park, KSCreativeone Securities, LLCAdviser and broker–Atlas2022
3Brittany J. AshcraftOverland Park, KSCreativeone Securities, LLCAdviser and broker–Atlas2019
4Michael H. AxelrodOverland Park, KSCreativeone Securities, LLCAdviser and brokerCFP, CFAAtlas2008
5Brian W. BaackeOverland Park, KSCreativeone Securities, LLCAdviser and broker–Atlas2018
6Jeffrey C. BabcockOverland Park, KSCreativeone Securities, LLCAdviser and brokerCFPAtlas2002
7Glen J. BarberOverland Park, KSCreativeone Securities, LLCAdviser and broker–Atlas2003
8David BarolOverland Park, KSCreativeone Securities, LLCAdviser and brokerCFP, ChFCAtlas2004
9Matthew J. BinstockOverland Park, KSCreativeone Securities, LLCAdviser and broker–Atlas2023
10Matthew R. BottOverland Park, KSCreativeone Securities, LLCAdviser and broker–Atlas2001

74 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.