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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
1Richard BarnettSherman Oaks, CAHighline Wealth PartnersAdviser onlyCFAAtlas2021
2Ben EmonsSherman Oaks, CAHighline Wealth Partners +1 moreAdviser only–Atlas2018
3Brian R. GrimditchSherman Oaks, CAHighline Wealth PartnersAdviser only–Atlas2024
4Shawn J. HsiehSherman Oaks, CAHighline Wealth PartnersAdviser onlyCFP, CFAAtlas2008
5Ryan D. MeachamSherman Oaks, CAHighline Wealth PartnersAdviser only–Atlas2008
6Aaron D. MorrisSherman Oaks, CAHighline Wealth PartnersAdviser only–Atlas2016
7Sevag OssipianSherman Oaks, CAHighline Wealth PartnersAdviser onlyCFAAtlas2026
8Millu C. RamirezSherman Oaks, CAHighline Wealth PartnersAdviser onlyCFPAtlas2014
9Amanda L. RoccaSherman Oaks, CAHighline Wealth PartnersAdviser only–Atlas2023
10Jonathan C. RuggSherman Oaks, CAHighline Wealth Partners +1 moreAdviser onlyCFAAtlas2011

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.