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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert B. Caverly Jr.Saint Louis Park, MNBond & Devick Wealth PartnersAdviser onlyCFPAtlas2013
2Richard J. DevickSaint Louis Park, MNBond & Devick Wealth PartnersAdviser onlyCFPAtlas2013
3Teresa A. DevickSaint Louis Park, MNBond & Devick Wealth PartnersAdviser only–Atlas2016
4Matthew C. FarrisSaint Louis Park, MNBond & Devick Wealth PartnersAdviser only–Atlas2020
5Sabrina A. FaySaint Louis Park, MNBond & Devick Wealth PartnersAdviser onlyCFP, ChFCAtlas2013
6Andrew R. FeterlSaint Louis Park, MNBond & Devick Wealth PartnersAdviser onlyCFPAtlas2008
7Nicholas R. JohnsonSaint Louis Park, MNBond & Devick Wealth PartnersAdviser onlyCFPAtlas2016
8Michelle N. KpissaySaint Louis Park, MNBond & Devick Wealth PartnersAdviser onlyCFPAtlas2026
9Zackary J. TrevisSaint Louis Park, MNBond & Devick Wealth PartnersAdviser onlyCFPAtlas2024

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.