Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Andrew J. BrewsterNewtown Square, PA | Concentus Wealth Advisors | Adviser only | – | Atlas | 2021 |
| 2Paige E. DeasyNewtown Square, PA | Concentus Wealth Advisors | Adviser only | – | Atlas | 2024 |
| 3Thomas GrecoNewtown Square, PA | Concentus Wealth Advisors | Adviser only | CFP | Atlas | 2010 |
| 4Nathan J. HaywardNewtown Square, PA | Concentus Wealth Advisors | Adviser only | CFP, ChFC | Atlas | 2007 |
| 5Patrick JohnsonNewtown Square, PA | Concentus Wealth Advisors | Adviser only | CFP, ChFC | Atlas | 2021 |
| 6John A. LiberatoreNewtown Square, PA | Concentus Wealth Advisors | Adviser only | CFP | Atlas | 2022 |
| 7Garrett C. RoachNewtown Square, PA | Concentus Wealth Advisors | Adviser only | – | Atlas | 2025 |
| 8Erik O. StridNewtown Square, PA | Concentus Wealth Advisors | Adviser and broker | CFP, ChFC | Atlas | 2000 |
| 9Paul F. StridNewtown Square, PA | Concentus Wealth Advisors | Adviser only | – | Atlas | 2004 |
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.