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

23 advisors

Unlock all 23
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brianne L. AubinBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2012
2Susan E. BookmyerBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2021
3Brent BosartBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2022
4Earl B. BosartBloomfield Hills, MIRBC Capital Markets, LLCAdviser and brokerCFPAtlas1999
5Robert H. BosartBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas1999
6Kristen CharltonBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2000
7Hiba ChehabBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2022
8Jennifer L. ConnorBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2011
9Erin A. DorlandBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2026
10Tricia A. FitzsimonsBloomfield Hills, MIRBC Capital Markets, LLCAdviser and broker–Atlas2017

13 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.