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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andrew W. BruenBridgewater, NJParadigm Investment Advisory, LLCAdviser and broker–Atlas2012
2William Bruen Jr.Bridgewater, NJParadigm Investment Advisory, LLCAdviser and broker–Atlas2002
3Konstantin R. DaniasParsippany, NJParadigm Investment Advisory, LLCAdviser and brokerCFPAtlas2002
4Michael A. HauaBridgewater, NJParadigm Investment Advisory, LLCAdviser and broker–Atlas2026
5Andrew KoltunowiczBridgewater, NJParadigm Investment Advisory, LLCAdviser and broker–Atlas2012
6Kevin D. KorondiChester, NJParadigm Investment Advisory, LLCAdviser and broker–Atlas2007
7Scott W. McCafferyBridgewater, NJParadigm Investment Advisory, LLCAdviser and brokerCFPAtlas2007
8John A. NaphorChester, NJParadigm Investment Advisory, LLCAdviser and broker–Atlas2004
9Joseph K. WhiteBridgewater, NJParadigm Investment Advisory, LLCAdviser and brokerCFP, CFAAtlas2013

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.