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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
1Emily A. JohnsonHilton Head, SCLazari Capital Management, Inc.Adviser onlyCFPAtlas2005
2Michael L. KarapetianBurbank, CALazari Capital Management, Inc.Adviser and broker–Atlas2001
3James R. KollerGlendale, CALazari Capital Management, Inc.Adviser and broker–Atlas2018
4Edward K. LeviBurbank, CALazari Capital Management, Inc.Adviser only–Atlas1997
5Kirk S. MekerdichianBurbank, CALazari Capital Management, Inc.Adviser and broker–Atlas2020
6Melvin Nazarian MasihiBurbank, CALazari Capital Management, Inc.Adviser only–Atlas2026
7Richard W. PlamondonBurbank, CALazari Capital Management, Inc.Adviser only–Atlas2006
8Arax M. RyvkinFort Lauderdale, FLLazari Capital Management, Inc.Adviser only–Atlas2011
9Kristina M. ZimmermanWoodland Hills, CALazari Capital Management, Inc.Adviser and broker–Atlas2014

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.