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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. 442,755Registered advisersEvery investment adviser representative
  2. 339,660Dually registered77% are also broker reps
  3. 103,095Adviser onlyNot registered with a broker-dealer
  4. 26,913FirmsWhere they're registered
  5. 64,442CFPs12,236 CFAs, 13,947 ChFCs

From the SEC’s compilation report of October 28, 2026, refreshed every morning. +145 since the file before. 63 firm joins and 168 departures in the latest file. 4 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4 advisors

Unlock all 4
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bryant R. CarpenterWinter Park, FLSagespring Wealth PartnersAdviser onlyCFPAtlas2021
2Benjamin H. CohenWinter Park, FLSagespring Wealth PartnersAdviser only–Atlas2026
3Joel H. HallWinter Park, FLSagespring Wealth PartnersAdviser only–Atlas2023
4Kyle B. JacksonWinter Park, FLSagespring Wealth PartnersAdviser only–Atlas2026

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.