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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David L. Horseman Jr.Fountain Hills, AZAcrylic Financial, Inc.Adviser only–Atlas2025
2Guruatma KhalsaFountain Hills, AZAcrylic Financial, Inc.Adviser only–Atlas2025
3Brittany M. KohnkePhoenix, AZAcrylic Financial, Inc.Adviser only–Atlas2025
4Scott D. McLaineFountain Hills, AZAcrylic Financial, Inc.Adviser only–Atlas2014
5Louis S. MessinaFountain Hills, AZAcrylic Financial, Inc.Adviser only–Atlas2026
6Joseph J. PuetzFountain Hills, AZAcrylic Financial, Inc.Adviser only–Atlas2008
7Neil N. SabaghFountain Hills, AZAcrylic Financial, Inc.Adviser only–Atlas2024
8Charles A. TruhlarFountain Hills, AZAcrylic Financial, Inc.Adviser and brokerCFP, ChFCAtlas2005
9Amy E. WhiteFountain Hills, AZAcrylic Financial, Inc.Adviser only–Atlas2022

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.