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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bryce CoyOverland Park, KSLegacy Financial Strategies, LLCAdviser onlyCFPAtlas2022
2David P. DwyerOverland Park, KSLegacy Financial Strategies, LLCAdviser onlyCFPAtlas2009
3Paige GordonOverland Park, KSLegacy Financial Strategies, LLCAdviser only–Atlas2025
4Michelle L. GreenOverland Park, KSLegacy Financial Strategies, LLCAdviser onlyCFPAtlas2023
5Jeffrey D. HrabeOverland Park, KSLegacy Financial Strategies, LLCAdviser onlyCFPAtlas2009
6Brooklyn R. MaldonadoOverland Park, KSLegacy Financial Strategies, LLCAdviser onlyCFPAtlas2023
7Samuel L. Murray IIOverland Park, KSLegacy Financial Strategies, LLCAdviser only–Atlas2014
8Joseph K. NafzigerOverland Park, KSLegacy Financial Strategies, LLCAdviser onlyCFPAtlas2019
9Christopher D. ProctorOverland Park, KSLegacy Financial Strategies, LLCAdviser only–Atlas2002
10Andrew D. RogersOverland Park, KSLegacy Financial Strategies, LLCAdviser onlyCFPAtlas2014

3 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.