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

25 advisors

Unlock all 25
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael J. BlanchardLaconia, NHAegis Wealth Management, Inc.Adviser only–Atlas1999
2Gordon S. CampbellCarmel, INAegis Wealth Management, Inc. +1 moreAdviser only–Atlas2015
3Lisa CassidyGuthrie Center, IAAegis Wealth Management, Inc.Adviser only–Atlas2019
4Randy S. FarishGuthrie Center, IAAegis Wealth Management, Inc.Adviser only–Atlas2018
5Sean D. FarroOcala, FLAegis Wealth Management, Inc.Adviser onlyChFCAtlas2022
6Cameron W. GardnerCarmel, INAegis Wealth Management, Inc. +1 moreAdviser only–Atlas2024
7Kevin L. HockerLakewood, COAegis Wealth Management, Inc.Adviser only–Atlas2015
8Laura B. HutterPalm City, FLAegis Wealth Management, Inc.Adviser only–Atlas2021
9Brendon L. JohansenGuthrie Center, IAAegis Wealth Management, Inc.Adviser only–Atlas2024
10Nathan G. KeslingCarmel, INAegis Wealth Management, Inc. +1 moreAdviser only–Atlas2020

15 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.