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

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher F. CoyleRochester, NYRise Advisors, LLCAdviser only–Atlas2026
2Zachary M. HarringtonRochester, NYRise Advisors, LLCAdviser only–Atlas2015
3Mark B. JonesRochester, NYRise Advisors, LLCAdviser onlyCFPAtlas2006
4Stephanie M. KelmRochester, NYRise Advisors, LLCAdviser onlyCFPAtlas2019
5Mark D. LewisRochester, NYRise Advisors, LLCAdviser only–Atlas2024
6Charles E. LovejoyRochester, NYRise Advisors, LLCAdviser only–Atlas2025
7Angelica L. SudoreRochester, NYRise Advisors, LLCAdviser only–Atlas2022
8Abigail WilsonRochester, NYRise Advisors, LLCAdviser only–Atlas2025

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.