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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Thomas E. BlumerOverland Park, KSThe Wealth Consulting GroupAdviser and broker–Atlas2002
2David I. BrozenicOverland Park, KSThe Wealth Consulting GroupAdviser and broker–Atlas2004
3Timothy S. CarlinOverland Park, KSThe Wealth Consulting GroupAdviser and brokerCFPAtlas2006
4Scott P. ConnorsOverland Park, KSThe Wealth Consulting GroupAdviser and broker–Atlas2000
5Jebtha C. GrahamOverland Park, KSLPL Financial LLC +1 moreAdviser and broker–Atlas2005
6Jaxon D. HyattLeawood, KSThe Wealth Consulting GroupAdviser and broker–Atlas2026
7Robert B. MeneesOverland Park, KSThe Wealth Consulting GroupAdviser and broker–Atlas2007
8Richard H. MeyerOverland Park, KSThe Wealth Consulting GroupAdviser and broker–Atlas1995
9Ryan MuellerOverland Park, KSThe Wealth Consulting GroupAdviser onlyCFPAtlas2020
10Parker OlmstedOttawa, KSThe Wealth Consulting GroupAdviser onlyCFPAtlas2022

4 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.