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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 24 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

24 advisors

Unlock all 24
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Dana J. BaldridgeSioux City, IAWealthplan PartnersAdviser and brokerCFPAtlas2009
2Louis P. BrunningOmaha, NEWealthplan PartnersAdviser only–Atlas2020
3Adam B. CarterVenice, FLWealthplan PartnersAdviser and broker–Atlas2007
4Steven H. DruckmanOmaha, NEWealthplan PartnersAdviser and broker–Atlas2009
5Damon P. FeltzOmaha, NEWealthplan PartnersAdviser and broker–Atlas2025
6Daniel P. FeltzOmaha, NEWealthplan PartnersAdviser and brokerCFPAtlas1996
7Ryan M. FeltzOmaha, NEWealthplan PartnersAdviser and broker–Atlas2005
8Marc A. GeelsOmaha, NEWealthplan PartnersAdviser and brokerCFPAtlas1997
9B. David GoldsteinRancho Mirage, CAWealthplan PartnersAdviser and broker–Atlas1992
10Kyle HansonOmaha, NEWealthplan Partners +1 moreAdviser and broker–Atlas2025

14 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.