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

44 advisors

Unlock all 44
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Lisa E. AshcroftReading, PAGirard Advisory Services, LLCAdviser only–Atlas2021
2Cristina M. BarsonyPhiladelphia, PAGirard Advisory Services, LLCAdviser only–Atlas2022
3Joseph R. BennerDoylestown, PAGirard Advisory Services, LLCAdviser and brokerCFPAtlas2006
4Keegan M. BillieSouderton, PAGirard Advisory Services, LLCAdviser and broker–Atlas2026
5Renee J. BowenKing Of Prussia, PAGirard Advisory Services, LLCAdviser only–Atlas2018
6Lisa M. BuonoKing Of Prussia, PAGirard Advisory Services, LLCAdviser and broker–Atlas2011
7Timothy S. Chubb Jr.King Of Prussia, PAGirard Advisory Services, LLC +1 moreAdviser only–Atlas2013
8Peter J. ConteSouderton, PAGirard Advisory Services, LLCAdviser only–Atlas2019
9Pawel A. DurkaKing Of Prussia, PAGirard Advisory Services, LLCAdviser onlyCFPAtlas2018
10Timothy D. EllisKing Of Prussia, PAGirard Advisory Services, LLCAdviser and broker–Atlas2020

34 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.