Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Steven R. BenjaminConshohocken, PA | Nest Egg +1 more | Adviser and broker | CFA | Atlas | 2022 |
| 2Jason D. BerksonConshohocken, PA | Nest Egg | Adviser and broker | – | Atlas | 2020 |
| 3Michael A. ChurchConshohocken, PA | Nest Egg +1 more | Adviser and broker | – | Atlas | 2016 |
| 4Jason A. DorfmanConshohocken, PA | Nest Egg | Adviser and broker | – | Atlas | 2020 |
| 5Jessica HanConshohocken, PA | Nest Egg | Adviser and broker | – | Atlas | 2019 |
| 6William A. Nunley IIConshohocken, PA | Nest Egg | Adviser only | – | Atlas | 2026 |
| 7Ethan P. PrinceConshohocken, PA | Nest Egg | Adviser and broker | – | Atlas | 2025 |
| 8Joseph P. SalomoneDelafield, WI | Nest Egg | Adviser and broker | – | Atlas | 2001 |
| 9Ryan T. ShaneConshohocken, PA | Nest Egg | Adviser and broker | – | Atlas | 2021 |
| 10Nicholas TroiaConshohocken, PA | Nest Egg | Adviser and broker | – | Atlas | 2025 |
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.