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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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 6 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

6 advisors

Unlock all 6
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Matthew R. DorweilerMorris, MNOneascent Financial Services LLC +1 moreAdviser only–Atlas2021
2Isaiah J. FlatenBirmingham, ALOneascent Financial Services LLC +1 moreAdviser only–Atlas2025
3Simon P. JacksonGrand Rapids, MNOneascent Financial Services LLCAdviser only–Atlas2022
4Brad A. NelsonGrand Rapids, MNOneascent Financial Services LLCAdviser onlyCFPAtlas2013
5Tamela J. SperrMorris, MNOneascent Financial Services LLC +1 moreAdviser onlyCFPAtlas2013
6Bailey Ziemski-HarwoodGrand Rapids, MNOneascent Financial Services LLCAdviser only–Atlas2023

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.