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

155 advisors

Unlock all 155
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Chris P. AhlesSaint Paul, MNState Farm Investment Management Corp.Adviser and broker–Atlas2023
2Gustavo AnchondoPlymouth, MNState Farm Investment Management Corp.Adviser and broker–Atlas2019
3Daniel J. AndersonSauk Rapids, MNState Farm Investment Management Corp.Adviser and brokerChFCAtlas2023
4Tyler P. AntonyWhite Bear Lake, MNState Farm Investment Management Corp.Adviser and brokerChFCAtlas2025
5Zachary J. AugustynMaple Grove, MNState Farm Investment Management Corp.Adviser and brokerChFCAtlas2018
6Chad S. BabcockExcelsior, MNState Farm Investment Management Corp.Adviser and brokerChFCAtlas2018
7Benjamin J. BarteltAlbert Lea, MNState Farm Investment Management Corp.Adviser and brokerChFCAtlas2022
8Megan BearWaconia, MNState Farm Investment Management Corp.Adviser and brokerChFCAtlas2022
9Kenneth A. BellicotSaint Cloud, MNState Farm Investment Management Corp.Adviser and broker–Atlas2023
10Ronald J. BergstromCoon Rapids, MNState Farm Investment Management Corp.Adviser and brokerChFCAtlas2018

145 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.