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

49 advisors

Unlock all 49
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eric X. AnderhubDes Peres, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas2016
2Christopher S. AndersonDes Peres, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas2008
3Mark E. BeckrichDes Peres, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas2005
4Brian L. BoehleDes Peres, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas2016
5Julie M. BriarDes Peres, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas1999
6Jacob T. BridwellWashington, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas2023
7Larry BridwellDes Peres, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas2018
8Sandra M. CallierSt. Peters, MOCornerstone Wealth Management, LLCAdviser and broker–Atlas2012
9Bruce W. ClemensDes Peres, MOCornerstone Wealth Management, LLCAdviser only–Atlas2018
10Regina E. CrookDes Peres, MOCornerstone Wealth Management, LLCAdviser only–Atlas2018

39 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.