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

109 advisors

Unlock all 109
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Tye W. AmendtLimon, COOsaic Wealth, Inc.Adviser and broker–Atlas2019
2Richard L. ArgotsingerHighlands Ranch, COOsaic Wealth, Inc.Adviser and brokerCFPAtlas1999
3Chandler R. ArlenDenver, COOsaic Wealth, Inc.Adviser only–Atlas2026
4Matthew A. BartzGreenwood Village, COOsaic Wealth, Inc. +1 moreAdviser and brokerChFCAtlas2010
5Alfred R. BentonCastle Rock, COOsaic Wealth, Inc.Adviser and broker–Atlas1999
6Daniel G. BjorklundColorado Springs, COOsaic Wealth, Inc.Adviser and broker–Atlas2023
7Brian L. BreitenwischerDenver, COOsaic Wealth, Inc.Adviser and broker–Atlas1999
8Christopher BroylesGolden, COOsaic Wealth, Inc.Adviser and broker–Atlas2025
9Gregory P. BurrellColorado Springs, COOsaic Wealth, Inc.Adviser and brokerChFCAtlas2007
10Amanda K. BussaGranby, COOsaic Wealth, Inc.Adviser and broker–Atlas2011

99 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.