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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
1Hedyeh ArjomandBothell, WAGlobal Retirement Partners LLCAdviser and broker–Atlas2018
2Amanda J. BantaSpokane, WAGlobal Retirement Partners LLCAdviser and broker–Atlas2025
3Elsie L. CriswellMercer Island, WAGlobal Retirement Partners LLCAdviser only–Atlas2012
4Michael J. FurrerSpokane, WALPL Financial LLC +1 moreAdviser and brokerChFCAtlas2000
5Elizabeth HartleyUniversity Place, WAGlobal Retirement Partners LLCAdviser and broker–Atlas2007
6Dallas L. OtterMercer Island, WAGlobal Retirement Partners LLCAdviser only–Atlas1993
7Daintry N. PriceBothell, WAGlobal Retirement Partners LLCAdviser and brokerCFPAtlas1995
8Kyle J. RussellMercer Island, WAGlobal Retirement Partners LLCAdviser only–Atlas2005
9Jon TribbelBothell, WAGlobal Retirement 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.