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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alison C. DorsmanKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas2006
2Michael J. HenleyKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas2010
3Mark R. JacksonKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas2007
4Brittany S. KalskyKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas2015
5Peter C. KimKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFAAtlas2005
6Connor J. KnoxKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas2023
7Steve M. MaconiKennett Square, PABrandywine Oak Private Wealth LLCAdviser only–Atlas1986
8Tracy B. McGuireKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas1993
9Dionna M. PoluchKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas2024
10Lisa L. QuadriniKennett Square, PABrandywine Oak Private Wealth LLCAdviser onlyCFPAtlas2001

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.