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

230 advisors

Unlock all 230
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Phillip AltimariNew Haven, CTKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2026
2John J. AlwayRocky Hill, CTKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2026
3Patrick K. ArndtHartland, MIKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2023
4Ananias AyrosoNew Haven, CTKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2023
5Martin BakerCarmichael, CAKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2025
6Marcus BardwellNew Haven, CTKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2024
7Brian BarlowSaginaw, MIKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2021
8Kevin BarnesSimpsonville, SCKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2017
9Kenneth BaselNew Haven, CTKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2025
10Gregory J. BeebeWatertown, SDKnights Of Columbus Asset Advisors LLCAdviser only–Atlas2021

220 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.