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

52 advisors

Unlock all 52
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Samuel M. AthertonWest Hartford, CTApella WealthAdviser onlyCFPAtlas2003
2Daniel L. BeyerWest Hartford, CTApella WealthAdviser only–Atlas2018
3Mark A. BroderickWest Hartford, CTApella WealthAdviser onlyCFPAtlas2020
4Julie R. BrohardWest Hartford, CTApella WealthAdviser onlyCFPAtlas2022
5Roxana M. ButnarWest Hartford, CTApella WealthAdviser onlyCFPAtlas2021
6Gina R. ChironisWest Hartford, CTApella WealthAdviser onlyPFSAtlas2009
7Thomas C. Cock Jr.West Hartford, CTApella WealthAdviser only–Atlas2006
8Jennifer I. Coffey SmithWest Hartford, CTApella WealthAdviser onlyCFPAtlas2013
9Matthew A. CosgriffWest Hartford, CTApella WealthAdviser onlyCFPAtlas2014
10Alexander R. CrawfordWest Hartford, CTApella WealthAdviser onlyCFPAtlas2014

42 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.