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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Spencer D. BarrChesterfield, MOSyntegra Private Wealth Group LLCAdviser only–Atlas2025
2Michael W. BauerChesterfield, MOSyntegra Private Wealth Group LLCAdviser and broker–Atlas2021
3Nathan BurkeChesterfield, MOSyntegra Private Wealth Group LLCAdviser onlyCFPAtlas2023
4Thomas A. BurkeChesterfield, MOSyntegra Private Wealth Group LLCAdviser and brokerCFP, ChFCAtlas1997
5Erin N. BurksChesterfield, MOSyntegra Private Wealth Group LLCAdviser and broker–Atlas2018
6Isaac ButlerChesterfield, MOSyntegra Private Wealth Group LLCAdviser only–Atlas2024
7Jeffrey R. FiehlerChesterfield, MOSyntegra Private Wealth Group LLCAdviser and broker–Atlas2006
8Payton J. LafoyChesterfield, MOSyntegra Private Wealth Group LLCAdviser onlyCFPAtlas2024
9Terry G. Moyers Jr.Chesterfield, MOSyntegra Private Wealth Group LLCAdviser and broker–Atlas2012
10Brent A. RoeverChesterfield, MOSyntegra Private Wealth Group LLCAdviser and brokerCFPAtlas2020

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.