Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jonathan J. AmoiaClarence, NY | Tritonpoint Partners, LLC | Adviser only | – | Atlas | 2021 |
| 2Gregory E. BlakeChevy Chase, MD | Tritonpoint Partners, LLC +1 more | Adviser only | – | Atlas | 2007 |
| 3Austin D. EdmundsChevy Chase, MD | Tritonpoint Partners, LLC +1 more | Adviser only | – | Atlas | 2024 |
| 4Megan L. HaydenSan Diego, CA | Tritonpoint Partners, LLC | Adviser and broker | CFP | Atlas | 2018 |
| 5Meredith A. McCallSan Diego, CA | Tritonpoint Partners, LLC | Adviser only | – | Atlas | 2023 |
| 6Gregory T. PowersSan Diego, CA | Tritonpoint Partners, LLC | Adviser and broker | CFP, ChFC | Atlas | 2006 |
| 7Carlos A. SanchezHuntington Beach, CA | Tritonpoint Partners, LLC | Adviser only | CFP | Atlas | 2006 |
| 8Matthew C. SanchezChevy Chase, MD | Tritonpoint Partners, LLC | Adviser only | CFP | Atlas | 2015 |
| 9Richard I. SichelChevy Chase, MD | Tritonpoint Partners, LLC | Adviser only | – | Atlas | 2026 |
| 10Robert L. SichelChevy Chase, MD | Tritonpoint Partners, LLC | Adviser only | – | Atlas | 2026 |
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.