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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. 398,301Registered 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. 13 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan T. ConleyCreve Coeur, MORfg Advisory, LLCAdviser and brokerCFPAtlas2007
2John J. GalliaCreve Coeur, MORfg Advisory, LLCAdviser and brokerCFPAtlas2009
3Kevin R. GrelleCreve Coeur, MORfg Advisory, LLCAdviser and broker–Atlas2003
4Daniel J. KleinCreve Coeur, MORfg Advisory, LLCAdviser and brokerCFPAtlas1998
5Keith D. KlusmeyerCreve Coeur, MORfg Advisory, LLCAdviser only–Atlas2006
6Bridget E. MurphyCreve Coeur, MORfg Advisory, LLCAdviser only–Atlas2024
7Kevin T. MurphyCreve Coeur, MORfg Advisory, LLCAdviser and broker–Atlas2017
8Brittani C. SchaeferCreve Coeur, MORfg Advisory, LLCAdviser onlyCFP, ChFCAtlas2014
9Amie L. SheputisCreve Coeur, MORfg Advisory, LLCAdviser and broker–Atlas2012
10Michael W. StalkaCreve Coeur, MORfg Advisory, LLCAdviser and broker–Atlas2006

3 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.