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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan E. BennettApison, TNRpg Family Wealth Advisory, LLCAdviser only–Atlas2017
2Lamar D. BreshearsSalt Lake City, UTRpg Family Wealth Advisory, LLCAdviser only–Atlas2007
3Juan DonabedianBurlington, MARpg Family Wealth Advisory, LLCAdviser only–Atlas2009
4William T. Eaton IIBurlington, MARpg Family Wealth Advisory, LLCAdviser only–Atlas2008
5John EdwardhBurlington, MARpg Family Wealth Advisory, LLCAdviser only–Atlas2025
6David M. GattiBurlington, MARpg Family Wealth Advisory, LLC +1 moreAdviser only–Atlas2011
7Mitchell A. GoldfeldBurlington, MARpg Family Wealth Advisory, LLCAdviser only–Atlas2008
8Meaghan A. KeevenO Fallon, MORpg Family Wealth Advisory, LLCAdviser only–Atlas2021
9Ryan R. KoldenBurlington, MARpg Family Wealth Advisory, LLCAdviser only–Atlas2023
10James F. Peters Jr.Birmingham, MIRpg Family Wealth Advisory, LLC +1 moreAdviser only–Atlas2010

1 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.