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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. 398,301Registered 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. 45 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

45 advisors

Unlock all 45
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jacob C. AdamczykCleveland, OHCbiz Investment Advisory Services, LLCAdviser only–Atlas2014
2Scott A. ArnwineCleveland, OHCbiz Investment Advisory Services, LLCAdviser only–Atlas2004
3Jeffrey F. BarnesCleveland, OHCbiz Investment Advisory Services, LLCAdviser onlyCFPAtlas2004
4Nicholas P. BeboutCleveland, OHCbiz Investment Advisory Services, LLCAdviser only–Atlas2020
5Brian J. BlachCleveland, OHCbiz Investment Advisory Services, LLC +1 moreAdviser and broker–Atlas2002
6Melissa K. BlackCleveland, OHCbiz Investment Advisory Services, LLCAdviser only–Atlas2022
7Christopher M. BrownCleveland, OHCbiz Financial Solutions, Inc. +1 moreAdviser and broker–Atlas2015
8Brian E. DeanCleveland, OHCbiz Financial Solutions, Inc. +1 moreAdviser and brokerCFAAtlas2000
9Alison B. DecraneCleveland, OHCbiz Investment Advisory Services, LLCAdviser only–Atlas2025
10Joseph DelaneyCleveland, OHCbiz Investment Advisory Services, LLCAdviser only–Atlas2026

35 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.