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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. 421,195Registered advisersEvery investment adviser representative
  2. 322,779Dually registered77% are also broker reps
  3. 98,416Adviser onlyNot registered with a broker-dealer
  4. 26,605FirmsWhere they're registered
  5. 63,116CFPs11,979 CFAs, 13,818 ChFCs

From the SEC’s compilation report of November 6, 2026, refreshed every morning. +102 since the file before. 72 firm joins and 267 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Randolph S. ClarkMiddletown, NYSelect Wealth Partners +1 moreAdviser and broker–Atlas2003
2Senta L. CurranPine Bush, NYOsaic Wealth, Inc. +1 moreAdviser and brokerCFP, ChFCAtlas2017
3Robert A. HowerterPearl River, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2002
4Evan KirschMiddletown, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2025
5Evan KowalczykMiddletown, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2026
6Diane V. LindsayGoshen, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2021
7Darren T. McCarthyPine Bush, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2019
8Sandeepkumar M. PatelGoshen, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2017
9Roger A. Pikul Jr.Goshen, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2012
10Daniel L. VobroucekGoshen, NYOsaic Wealth, Inc. +1 moreAdviser and broker–Atlas2021

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.