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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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FP Why timing Roth IRA conversions matters for surviving spousesFP Regulatory traps that can send that next RIA M&A deal sidewaysIN Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veteransWM RIA Edge: Industry Faces Advisor Shortfall as $124T Wealth Transfer LoomsIN Advisors tackle Microsoft outage: Planning, flexibility, and smart workaroundsIN IRS lifts 2027 401(k) limit to $25,500, holds IRA cap at $7,500IN Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington stateIN Osaic in talks with Anthropic as AI reshapes advisor workforceWM Wall Street Regulator FINRA Moves to Give Industry Bigger RoleWM Dealmakers Debate Pros, Cons of Buying an RIA or Recruiting Advisors
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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. 443,873Registered advisersEvery investment adviser representative
  2. 340,412Dually registered77% are also broker reps
  3. 103,461Adviser onlyNot registered with a broker-dealer
  4. 26,942FirmsWhere they're registered
  5. 64,593CFPs12,270 CFAs, 13,953 ChFCs

From the SEC’s compilation report of November 15, 2026, refreshed every morning. +13 since the file before. 18 firm joins and 9 departures in the latest file. 4 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4 advisors

Unlock all 4
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jake H. BlumenthalTucson, AZTrivera Wealth Management, LLCAdviser only–Atlas2023
2Natalie A. FernandezTucson, AZTrivera Wealth Management, LLCAdviser only–Atlas2020
3Ruben G. FernandezTucson, AZTrivera Wealth Management, LLCAdviser only–Atlas1998
4David E. FurmanskiTucson, AZTrivera Wealth Management, LLCAdviser only–Atlas1999

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.