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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jessica R. BlakePalm Harbor, FLS.E.E.d. Planning Group, LLCAdviser only–Atlas2026
2Hannah E. BurchellBinghamton, NYS.E.E.d. Planning Group, LLCAdviser only–Atlas2022
3Jeffrey P. ChaseBinghamton, NYS.E.E.d. Planning Group, LLCAdviser only–Atlas2015
4Adeeb ChowdhuryBinghamton, NYS.E.E.d. Planning Group, LLCAdviser only–Atlas2024
5Kerstin M. Driscoll-WittCincinnati, OHS.E.E.d. Planning Group, LLCAdviser only–Atlas2021
6Bradley S. EatonBinghamton, NYS.E.E.d. Planning Group, LLCAdviser only–Atlas2007
7Christopher GettelfingerSaint Petersburg, FLS.E.E.d. Planning Group, LLCAdviser only–Atlas2023
8Aaron C. HardyBinghamton, NYS.E.E.d. Planning Group, LLCAdviser onlyCFAAtlas2026
9Alex J. IerardiSyracuse, NYS.E.E.d. Planning Group, LLCAdviser only–Atlas2025
10Quinlan T. IngrahamBinghamton, NYS.E.E.d. Planning Group, LLCAdviser only–Atlas2025

7 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.