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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jeff M. BattersonLake Bluff, ILLandolt Securities, Inc.Adviser and brokerCFPAtlas2018
2Giuseppe Del VecchioLake Bluff, ILLandolt Securities, Inc.Adviser and broker–Atlas2005
3Nathan R. DerksWest Bend, WILandolt Securities, Inc.Adviser and broker–Atlas2012
4William M. LeismanKansas City, MOLandolt Securities, Inc.Adviser and broker–Atlas2004
5Damon J. LongstreetMaple Plain, MNLandolt Securities, Inc.Adviser and broker–Atlas2026
6Donald T. McKiernanLake Bluff, ILLandolt Securities, Inc.Adviser and broker–Atlas2006
7Matthew R. McKiernanLake Bluff, ILLandolt Securities, Inc.Adviser and broker–Atlas2019
8Tyler J. ReinhardLake Bluff, ILLandolt Securities, Inc. +1 moreAdviser and broker–Atlas2019
9Connor A. SchaeferGreenville, WILandolt Securities, Inc.Adviser and broker–Atlas2026
10Jason E. SeurerLake Bluff, ILLandolt Securities, Inc.Adviser and broker–Atlas2008

4 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.