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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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 5 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

5 advisors

Unlock all 5
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Dylan BohnertSpokane, WAVickerman Investment Advisors, Inc.Adviser only–Atlas2025
2Christopher W. GrasmickSpokane, WAVickerman Investment Advisors, Inc.Adviser only–Atlas2006
3Marcus A. HolzschuhSpokane, WAVickerman Investment Advisors, Inc.Adviser only–Atlas2024
4Jeremy B. HouySpokane, WAVickerman Investment Advisors, Inc.Adviser only–Atlas2011
5Michael J. Vickerman Jr.Spokane, WAVickerman Investment Advisors, Inc.Adviser only–Atlas2001

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.