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

34 advisors

Unlock all 34
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Hope G. AlbuDenver, COUmb Private Wealth Management, LLCAdviser onlyCFPAtlas2019
2Jaclyn S. AndersonOverland Park, KSUmb Private Wealth Management, LLCAdviser only–Atlas2026
3Steven C. CairnsOverland Park, KSUmb Private Wealth Management, LLCAdviser only–Atlas2020
4Cody S. CarpenterOverland Park, KSUmb Private Wealth Management, LLCAdviser onlyCFPAtlas2018
5Bernard L. ColsonOverland Park, KSUmb Private Wealth Management, LLCAdviser onlyCFAAtlas2026
6Jake CraterOverland Park, KSUmb Private Wealth Management, LLCAdviser only–Atlas2002
7Jonathon C. CushmanDubuque, IAUmb Private Wealth Management, LLCAdviser onlyCFPAtlas2026
8Michael J. DiederichOverland Park, KSUmb Private Wealth Management, LLCAdviser onlyCFPAtlas2000
9Bryan EsarcoMilwaukee, WIUmb Private Wealth Management, LLCAdviser only–Atlas2026
10Derrick R. EversOverland Park, KSUmb Private Wealth Management, LLCAdviser onlyCFPAtlas2025

24 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.