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FinancialADVSR

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

73 advisors

Unlock all 73
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Briana M. AndreoniMount Pleasant, SCApollon Wealth Management, LLCAdviser and broker–Atlas2006
2Matthew J. BaltuchMount Pleasant, SCApollon Wealth Management, LLCAdviser and broker–Atlas2002
3Andrew P. BirgeMount Pleasant, SCApollon Wealth Management, LLCAdviser only–Atlas2018
4Brandie D. BlackwellMount Pleasant, SCApollon Wealth Management, LLCAdviser only–Atlas2023
5Arthur W. BrandMount Pleasant, SCApollon Wealth Management, LLC +1 moreAdviser only–Atlas2005
6Megan L. BrinsfieldMount Pleasant, SCApollon Wealth Management, LLCAdviser onlyCFPAtlas2014
7Anthony R. CaseMount Pleasant, SCApollon Wealth Management, LLCAdviser onlyCFP, ChFCAtlas2014
8Richard H. ChinMount Pleasant, SCApollon Wealth Management, LLCAdviser only–Atlas2004
9Joseph A. Chornyak Jr.Mount Pleasant, SCApollon Wealth Management, LLCAdviser onlyCFPAtlas2000
10Eli J. DaniellCharleston, SCApollon Wealth Management, LLCAdviser only–Atlas2026

63 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.