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

40 advisors

Unlock all 40
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher D. BaldwinGarden City, IDState Farm Investment Management Corp.Adviser and broker–Atlas2020
2Kellen BerghMeridian, IDState Farm Investment Management Corp.Adviser and broker–Atlas2026
3Suzanne M. BreesneePost Falls, IDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2018
4Gordon D. BrownAmerican Falls, IDState Farm Investment Management Corp.Adviser only–Atlas2026
5Ashley A. BruningKuna, IDState Farm Investment Management Corp.Adviser and broker–Atlas2023
6Patrick M. BuchananJerome, IDState Farm Investment Management Corp.Adviser and broker–Atlas2019
7Jennifer C. ChandlerSpirit Lake, IDState Farm Investment Management Corp.Adviser and broker–Atlas2019
8Cassandra ClovisLewiston, IDState Farm Investment Management Corp.Adviser and broker–Atlas2026
9Kimberly L. CopatMeridian, IDState Farm Investment Management Corp.Adviser and broker–Atlas2018
10Eduardo Diaz PoncianoCaldwell, IDState Farm Investment Management Corp.Adviser and broker–Atlas2024

30 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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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.