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

19 advisors

Unlock all 19
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Carl A. AdkinsCincinnati, OHSummit Financial, LLCAdviser onlyCFPAtlas2007
2Andrew AdolphColumbus, OHSummit Financial, LLCAdviser only–Atlas2023
3Matthew P. AndersonColumbus, OHSummit Financial, LLCAdviser onlyCFPAtlas2003
4Pei-Chin AndrewDublin, OHSummit Financial, LLCAdviser and brokerCFP, ChFCAtlas2009
5Edward S. CampbellDublin, OHSummit Financial, LLCAdviser and broker–Atlas2003
6Robert S. CastelliniCincinnati, OHSummit Financial, LLCAdviser only–Atlas2001
7John J. ClickDublin, OHMeeder Asset Management, Inc. +2 moreAdviser onlyCFPAtlas2006
8Charles F. FellowsCincinnati, OHSummit Financial, LLCAdviser onlyCFPAtlas2007
9Andrew J. GrantDublin, OHSummit Financial, LLCAdviser and broker–Atlas2011
10Richard Hammons IIDublin, OHSummit Financial, LLCAdviser and broker–Atlas2022

9 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.