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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. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Thomas J. BirrittellaFlorham Park, NJWiss Private Client Advisors, LLCAdviser onlyCFPAtlas2006
2David F. BoakFlorham Park, NJWiss Private Client Advisors, LLCAdviser onlyCFPAtlas2008
3Matthew J. GibertiFlorham Park, NJWiss Private Client Advisors, LLCAdviser only–Atlas2025
4Jason W. HoffmanFlorham Park, NJWiss Private Client Advisors, LLCAdviser onlyCFPAtlas2025
5Nicholas H. HoyFlorham Park, NJWiss Private Client Advisors, LLCAdviser only–Atlas2026
6Stephanie F. HughesFlorham Park, NJWiss Private Client Advisors, LLCAdviser only–Atlas2013
7Hunter W. KolmodinFlorham Park, NJWiss Private Client Advisors, LLCAdviser only–Atlas2025
8Kyle A. PrestiFlorham Park, NJWiss Private Client Advisors, LLCAdviser onlyCFPAtlas2026
9Luke R. RichFlorham Park, NJWiss Private Client Advisors, LLCAdviser only–Atlas2025
10Molly K. ScalzoFlorham Park, NJWiss Private Client Advisors, LLCAdviser onlyCFPAtlas2006

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.