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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Landon K. FisherShawnee, KSCanvas Wealth Advisors, LLCAdviser only–Atlas2026
2Alex N. MillerShawnee, KSCanvas Wealth Advisors, LLCAdviser onlyCFPAtlas2022
3Joseph B. MorrowShawnee, KSCanvas Wealth Advisors, LLCAdviser onlyCFPAtlas2021
4Henry W. ReegShawnee, KSCanvas Wealth Advisors, LLCAdviser only–Atlas2026
5Reed B. RoneyShawnee, KSCanvas Wealth Advisors, LLCAdviser onlyCFPAtlas2023
6Luke D. RossShawnee, KSCanvas Wealth Advisors, LLCAdviser onlyCFPAtlas2020
7Drew R. WaldronShawnee, KSCanvas Wealth Advisors, LLCAdviser onlyCFPAtlas2012
8Scott R. WesleyShawnee, KSCanvas Wealth Advisors, LLCAdviser only–Atlas2002
9Joshua W. ZachShawnee, KSCanvas Wealth Advisors, LLCAdviser onlyCFPAtlas2019

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.