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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
1Kenneth A. BorumNorth Kansas City, MOProsperity PlanningAdviser only–Atlas2004
2Travis A. FranksNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas2025
3Alyssa C. HonNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas2020
4Colten M. HonigmanNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas2020
5Justin R. LockeNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas2023
6Ryan K. NobleNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas2005
7Daniel S. ReiterNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas2016
8Lucinda L. RicheyNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas1999
9Shayna A. VlockNorth Kansas City, MOProsperity PlanningAdviser only–Atlas2026
10Ryan WalkerNorth Kansas City, MOProsperity PlanningAdviser onlyCFPAtlas2022

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.