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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher S. CotterellWinchester, VAWealthcare Advisory Partners LLCAdviser and broker–Atlas2004
2Elizabeth W. CraddockCharlottesvile, VAWealthcare Advisory Partners LLCAdviser and broker–Atlas2009
3Blake E. FellowsWest Chester, PAWealthcare Advisory Partners LLC +1 moreAdviser and broker–Atlas2001
4Andrew D. GauldinWinchester, VAWealthcare Advisory Partners LLCAdviser only–Atlas2017
5Anna L. GreenCharlottesville, VAWealthcare Advisory Partners LLCAdviser only–Atlas2018
6Ryan C. OatesWinchester, VAWealthcare Advisory Partners LLCAdviser and brokerCFPAtlas2007
7Michael A. SchimmelLeesburg, VAWealthcare Advisory Partners LLC +1 moreAdviser and broker–Atlas2007
8Henry B. Supinski IIIRichmond, VAWealthcare Capital Management LLC +1 moreAdviser only–Atlas2011
9John E. TattersallSterling, VAWealthcare Advisory Partners LLCAdviser and broker–Atlas1999

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.