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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Paul BromelkampEdina, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2018
2Samir BushraEdina, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2018
3Jayne ChristianChanhassen, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2015
4Brandon J. FancherEdina, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFAAtlas2026
5Neil FredericksonEdina, MNSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2023
6Nathan J. GahertyEdina, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFP, ChFCAtlas2006
7Lauren GriggsEdina, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2009
8Haley E. HausmanEdina, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2014
9Nicole HawthorneEdina, MNSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2026
10Aaron J. HurleyEdina, MNSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2023

6 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.