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

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Adam JordanBellevue, WAPaul R. Ried Financial Group, LLCAdviser only–Atlas2011
2Timothy R. KimmelBellevue, WAPaul R. Ried Financial Group, LLCAdviser onlyCFPAtlas1995
3Kelly A. KolstadBellevue, WAPaul R. Ried Financial Group, LLCAdviser onlyCFPAtlas2011
4Georgia A. MaloyBellevue, WAPaul R. Ried Financial Group, LLCAdviser only–Atlas2020
5Jason P. MillerBellevue, WAPaul R. Ried Financial Group, LLCAdviser only–Atlas2011
6Kenneth W. PowellBellevue, WAPaul R. Ried Financial Group, LLCAdviser onlyCFPAtlas2023
7Paul R. RiedBellevue, WAPaul R. Ried Financial Group, LLCAdviser onlyCFPAtlas1995
8Daniel Y. ShenBellevue, WAPaul R. Ried Financial Group, LLCAdviser only–Atlas2025

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.