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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Scott M. CooleyCedar Rapids, IABasepoint Wealth, LLCAdviser onlyCFP, ChFCAtlas2014
2Ronald L. DetweilerCedar Rapids, IABasepoint Wealth, LLCAdviser only–Atlas2019
3Amber E. HuntCedar Rapids, IABasepoint Wealth, LLCAdviser only–Atlas2025
4Bryan J. KnudsonCedar Rapids, IABasepoint Wealth, LLCAdviser onlyCFPAtlas2003
5Katherine E. KulaCedar Rapids, IABasepoint Wealth, LLCAdviser only–Atlas2016
6Keith C. PochobradskyCedar Rapids, IABasepoint Wealth, LLCAdviser only–Atlas2015
7Kirk A. SadilekCedar Rapids, IABasepoint Wealth, LLCAdviser onlyCFP, ChFCAtlas1999
8Ryan M. TurnerCedar Rapids, IABasepoint Wealth, LLCAdviser only–Atlas2025
9Kathryn M. WallaceCedar Rapids, IABasepoint Wealth, LLCAdviser onlyCFP, ChFCAtlas2003
10Ryan R. WatermillerCedar Rapids, IABasepoint Wealth, LLCAdviser onlyCFPAtlas2020

1 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.