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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
1Timothy P. CliffordBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2024
2Hailey B. EllisBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2025
3Michelle J. GrahamBala Cynwyd, PAAwh Financial, LLCAdviser onlyPFSAtlas2025
4Hunter K. JacksonBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2026
5Jeannette M. JeffersBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2024
6Roger L. KentBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2026
7Keith S. MarloweJenkintown, PAAwh Financial, LLCAdviser only–Atlas2022
8Russell A. MurrayBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2026
9Daniel J. PalmerBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2025
10Chad W. ReedBala Cynwyd, PAAwh Financial, LLCAdviser only–Atlas2006

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.