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

90 advisors

Unlock all 90
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Erik D. AanonsonJohnston, IAThrivent Investment Management Inc.Adviser and broker–Atlas2018
2John C. AronsBettendorf, IAThrivent Investment Management Inc.Adviser and broker–Atlas2003
3Tj AronsBettendorf, IAThrivent Investment Management Inc.Adviser and broker–Atlas2026
4Nathan D. BeattieJohnston, IAThrivent Investment Management Inc.Adviser and broker–Atlas2012
5Lucas S. BorsethJohnston, IAThrivent Investment Management Inc.Adviser and broker–Atlas2025
6Paul M. BraleyCedar Falls, IAThrivent Investment Management Inc.Adviser and broker–Atlas2026
7Thomas A. BrookeDavenport, IAThrivent Investment Management Inc.Adviser and broker–Atlas2005
8Zachary DalyNewton, IAThrivent Investment Management Inc.Adviser and broker–Atlas2025
9Brittney DavisCoralville, IAThrivent Investment Management Inc.Adviser and broker–Atlas2024
10John A. DennyJohnston, IAThrivent Investment Management Inc.Adviser and broker–Atlas2017

80 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.