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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
1Peggy L. BruceLeawood, KSPrairie Advisory, LLCAdviser only–Atlas2018
2Christopher L. BrungardtLeawood, KSPrairie Advisory, LLCAdviser only–Atlas2008
3Stephen M. BurnsLeawood, KSPrairie Advisory, LLCAdviser only–Atlas2018
4Zachary EasleyLeawood, KSPrairie Advisory, LLCAdviser only–Atlas2026
5James D. FairLeawood, KSPrairie Advisory, LLCAdviser only–Atlas2008
6Matthew P. PaschangLeawood, KSPrairie Advisory, LLCAdviser only–Atlas2021
7Philip J. PaschangLeawood, KSPrairie Advisory, LLCAdviser onlyCFP, ChFCAtlas2000
8Emily S. WilbornLeawood, KSPrairie Advisory, LLCAdviser onlyCFAAtlas2022
9Marc A. WilbornLeawood, KSPrairie Advisory, LLCAdviser only–Atlas2007

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.