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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Downey H. BlountSan Francisco, CAParnassus Investments, LLCAdviser only–Atlas2016
2Kelly O. BrushSan Francisco, CAParnassus Investments, LLCAdviser and broker–Atlas2012
3Aida Diaz NunezSan Francisco, CAParnassus Investments, LLCAdviser and broker–Atlas2016
4Cameron R. HallSan Francisco, CAParnassus Investments, LLCAdviser and broker–Atlas2024
5Sean C. HealyMarion, MAParnassus Investments, LLCAdviser and brokerCFAAtlas2019
6Ryan E. LumsdenSan Francisco, CAParnassus Investments, LLCAdviser and broker–Atlas2022
7Chloe H. MorrisSan Francisco, CAParnassus Investments, LLCAdviser and broker–Atlas2026
8Nikhil J. SinhaSan Francisco, CAParnassus Investments, LLCAdviser and broker–Atlas2005
9Hayden A. TurnerSan Francisco, CAParnassus Investments, LLCAdviser and broker–Atlas2021
10Terence R. WardChicago, ILParnassus Investments, LLCAdviser and broker–Atlas2019

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.