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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 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. 18 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

18 advisors

Unlock all 18
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andrei A. BelovSaratoga Springs, NYShade Tree Advisors LLCAdviser onlyCFAAtlas2014
2Kyle P. BoniSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2015
3Thomas A. BurkeSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2021
4Keith R. EgbertSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2014
5Jesse O. GeorgeSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2021
6Joshua HipwellSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2025
7Thomas HoganSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2022
8Bridget HoranSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2011
9Mark C. JensenSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2023
10Madeline G. JohnsonSaratoga Springs, NYShade Tree Advisors LLCAdviser only–Atlas2020

8 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.