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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David A. CamilleriBloomfield Hills, MIWealthcare Advisory Partners LLCAdviser and broker–Atlas2018
2William T. Gibbons Jr.Bloomfield Hills, MIWealthcare Advisory Partners LLCAdviser and broker–Atlas2018
3Gary D. HaapalaBrighton, MIWealthcare Advisory Partners LLCAdviser onlyCFPAtlas2013
4Jeremiah A. JohnsonSaline, MIWealthcare Advisory Partners LLCAdviser onlyCFPAtlas2006
5David A. KaiserBloomfield Hills, MILPL Financial LLC +1 moreAdviser and broker–Atlas2010
6Julie N. KeatingBloomfield Hills, MIWealth Management Services, LLC +1 moreAdviser and broker–Atlas2014
7Timothy P. LataBloomfield Hills, MILPL Financial LLC +2 moreAdviser and brokerChFCAtlas2010
8Scott E. MontgomeryBloomfield Hills, MIWealthcare Advisory Partners LLCAdviser and broker–Atlas2018
9David J. PetoskeyBloomfield Hills, MILPL Financial LLC +2 moreAdviser and broker–Atlas2010
10Steven D. PrivetteRoyal Oak, MILPL Financial LLC +1 moreAdviser and brokerCFPAtlas2013

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.