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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. 442,968Registered advisersEvery investment adviser representative
  2. 339,789Dually registered77% are also broker reps
  3. 103,179Adviser onlyNot registered with a broker-dealer
  4. 26,923FirmsWhere they're registered
  5. 64,474CFPs12,244 CFAs, 13,957 ChFCs

From the SEC’s compilation report of October 30, 2026, refreshed every morning. +84 since the file before. 38 firm joins and 233 departures in the latest file. 3 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3 advisors

Unlock all 3
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jason A. GibletClinton, OKGibco Capital AdvisorsAdviser only–Atlas2007
2Makena M. MintonWeatherford, OKGibco Capital AdvisorsAdviser only–Atlas2024
3Dawson W. WillardClinton, OKGibco Capital AdvisorsAdviser only–Atlas2026

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.