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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brandon P. AdamsonRadnor, PASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2024
2Evan BiglerRadnor, PASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2011
3Lauren BoyceMalvern, PASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2008
4Ryan BrimRadnor, PASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2025
5Andrew J. BrownRadnor, PASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2018
6Thomas BuckmanRadnor, PASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2020
7Ming CheungRadnor, PASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2008
8Matthew S. CollierLanghorne, PASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2005
9Andrew J. JohnsonRadnor, PASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2024
10Mary Francesca MillerRadnor, PASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2025

7 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.