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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

7 advisors

Unlock all 7
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jonathan L. BoozeOverland Park, KSOne Advisory Partners, LLC +1 moreAdviser onlyCFPAtlas2003
2Michele L. GawthropOverland Park, KSOne Advisory Partners, LLCAdviser onlyCFPAtlas2020
3Daniel J. MillerOverland Park, KSOne Advisory Partners, LLCAdviser onlyCFPAtlas2005
4Scott A. RojasOverland Park, KSOne Advisory Partners, LLCAdviser onlyCFPAtlas2004
5Ronald N. SandersOverland Park, KSOne Advisory Partners, LLC +1 moreAdviser only–Atlas2002
6William A. SniderHighlands Ranch, COOne Advisory Partners, LLCAdviser only–Atlas2003
7Christel P. TurkiewiczOverland Park, KSOne Advisory Partners, LLCAdviser only–Atlas2010

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.