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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jerod L. BlandSt.louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2007
2Donald F. Chamberlin Jr.St.louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2018
3Giovanni T. FerraraSt. Louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2024
4Anthony LaroccaSt. Louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2026
5Eric M. MeyerSt. Louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2026
6Scott C. NolenSt. Louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2000
7Christopher A. OwensKansas City, MOFoundations Investment Advisors LLCAdviser only–Atlas2022
8Jeremiah S. SkaggsSt. Louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2025
9Jeremy D. ThomasSt. Louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2026
10Ryan R. TurnquistSt.louis, MOFoundations Investment Advisors LLCAdviser only–Atlas2024

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.