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

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Casey ArendsGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2026
2Robert A. BarcelonaGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2015
3Heath BillerGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2021
4James BlandGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2025
5Thomas M. BlowerGrand Rapids, MIFiduciary Financial AdvisorsAdviser onlyCFPAtlas2006
6Patrick J. BrunnerGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2023
7John A. BusseyGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2025
8Dane A. CoyleGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2025
9Jacob D. HansmaGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2021
10Ethan J. HeidenGrand Rapids, MIFiduciary Financial AdvisorsAdviser only–Atlas2020

21 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.