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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Erika L. BatemanLibertyville, ILInspirion Wealth Advisors, LLCAdviser onlyCFPAtlas2006
2Reid S. GrahamLibertyville, ILInspirion Wealth Advisors, LLCAdviser only–Atlas2026
3Myron E. HazenLibertyville, ILInspirion Wealth Advisors, LLCAdviser onlyCFPAtlas2005
4Donald M. KolbLibertyville, ILInspirion Wealth Advisors, LLCAdviser only–Atlas2025
5Peter D. KolbLibertyville, ILInspirion Wealth Advisors, LLCAdviser onlyCFPAtlas2021
6Richard H. Kolb Jr.Libertyville, ILInspirion Wealth Advisors, LLCAdviser onlyCFPAtlas1997
7Richard H. Kolb IIILibertyville, ILInspirion Wealth Advisors, LLCAdviser onlyCFPAtlas2018
8Noah A. SeidenbergNaples, FLInspirion Wealth Advisors, LLCAdviser onlyCFPAtlas2000
9Richard A. YoungLibertyville, ILInspirion Wealth Advisors, LLCAdviser only–Atlas2002

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.