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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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FP Survey: Firms commit to marketing but aren't tracking the resultsFP High mortgage rates complicate the case for paying cash for a homeIN Advisor moves: Raymond James lands $700M Truist duo in FloridaFP Ask an Advisor: What non-AUM metrics do you use to measure your firm's success?SEC SEC Issues Exemptive Relief from Treasury Clearing Requirements for Certain Inter-Affiliate and Non-U.S. Repo TransactionsWM Wealth Firms Urge Patience on Anthropic IPOIN Schwab IMPACT 2026 full conference coverageWM Snowden Lane Settles SEC Charges Over Fee DisclosuresIN RIA M&A could hit an all-time high in 2026, says FP TransitionsIN Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team
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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. 443,038Registered advisersEvery investment adviser representative
  2. 339,830Dually registered77% are also broker reps
  3. 103,208Adviser onlyNot registered with a broker-dealer
  4. 26,926FirmsWhere they're registered
  5. 64,490CFPs12,240 CFAs, 13,955 ChFCs

From the SEC’s compilation report of October 31, 2026, refreshed every morning. +70 since the file before. 104 firm joins and 218 departures in the latest file. 3 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3 advisors

Unlock all 3
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Samuel H. ManningDenver, COStronghaven LLCAdviser only–Atlas2026
2Michael A. MarinoDenver, COStronghaven LLCAdviser onlyCFAAtlas2022
3Brian P. MidtboDenver, COStronghaven LLC +1 moreAdviser only–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.