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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Gabriel AntoniPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and brokerCFPAtlas2020
2Anthony J. BaronePittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and broker–Atlas2007
3Tiffany M. BenigniPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and brokerCFPAtlas2017
4Kevin BovePittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and broker–Atlas2012
5Sierra ChristianPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and broker–Atlas2023
6Joseph A. CravottaPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and broker–Atlas2016
7Scott F. FremerPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser only–Atlas2005
8Joseph M. KellyPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser onlyCFAAtlas2021
9Roblyn M. KellyPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and broker–Atlas2024
10John M. KirkpatrickPittsburgh, PAHenderson Brothers Financial Partners LLCAdviser and broker–Atlas2017

4 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.