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

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Samuel BoersOverland Park, KSTfb Advisors, LLCAdviser only–Atlas2025
2Craig M. HallierOverland Park, KSTfb Advisors, LLCAdviser and brokerCFAAtlas2002
3William C. MaleOverland Park, KSTfb Advisors, LLCAdviser and broker–Atlas2021
4Thomas B. MullinixOverland Park, KSTfb Advisors, LLCAdviser and broker–Atlas2021
5Samuel M. PedrottiOverland Park, KSTfb Advisors, LLCAdviser only–Atlas2025
6Jennifer A. RobinsonOverland Park, KSTfb Advisors, LLCAdviser only–Atlas2026
7Robert A. ShayOverland Park, KSTfb Advisors, LLCAdviser only–Atlas2021
8William G. StappOverland Park, KSTfb Advisors, LLCAdviser only–Atlas2000
9William K. Stapp IIOverland Park, KSTfb Advisors, LLCAdviser only–Atlas2025
10Gordon L. ThornOverland Park, KSTfb Advisors, LLCAdviser and broker–Atlas2021

5 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.