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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. 442,610Registered advisersEvery investment adviser representative
  2. 339,542Dually registered77% are also broker reps
  3. 103,068Adviser onlyNot registered with a broker-dealer
  4. 26,905FirmsWhere they're registered
  5. 64,423CFPs12,235 CFAs, 13,942 ChFCs

From the SEC’s compilation report of October 27, 2026, refreshed every morning. +44,291 since the file before. 75 firm joins and 189 departures in the latest file. 4 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4 advisors

Unlock all 4
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Thomas M. AriscoTrumbull, CTInnovative Wealth ManagementAdviser only–Atlas2025
2Bryan D. EllisChester Springs, PAInnovative Wealth ManagementAdviser only–Atlas2021
3Vincent M. FarascianoTrumbull, CTInnovative Wealth ManagementAdviser only–Atlas2001
4George M. KolitsasTrumbull, CTInnovative Wealth ManagementAdviser only–Atlas2021

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.