Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Michael T. CohenKentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2025 |
| 2Gerald D. Green Jr.Kentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2025 |
| 3Marcus M. GrostKentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2022 |
| 4Gary H. MattsonKentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2006 |
| 5Nicholas MoserKentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2026 |
| 6Riley R. RuffKentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2024 |
| 7David C. SponhauerKentwood, MI | Mattson Financial Services, LLC | Adviser only | CFP | Atlas | 2015 |
| 8Laurel A. StewardKentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2026 |
| 9Taylor F. StewardKentwood, MI | Mattson Financial Services, LLC | Adviser only | – | Atlas | 2019 |
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.