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

18 advisors

Unlock all 18
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jessica D. AardahlMinot, NDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2024
2Ashley E. BakerBeulah, NDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2024
3Roberta L. Flach-StormHarvey, NDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2024
4Renee L. FordeWest Fargo, NDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2018
5Matthew J. FrederickWahpeton, NDState Farm Investment Management Corp.Adviser and broker–Atlas2014
6Heather M. FriedMandan, NDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2020
7Renae L. HaugBismarck, NDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2022
8Morgan L. HaydenBismarck, NDState Farm Investment Management Corp.Adviser and broker–Atlas2025
9Zakary IrsfeldFargo, NDState Farm Investment Management Corp.Adviser and broker–Atlas2025
10Lance M. JenisonValley City, NDState Farm Investment Management Corp.Adviser and broker–Atlas2007

8 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.