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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Sara Al-ObaidiWarren, MICitizens Securities, Inc.Adviser and broker–Atlas2026
2Anjana Rao Ashok KumarLivonia, MICitizens Securities, Inc.Adviser and broker–Atlas2025
3Santo BlumkeClinton Township, MICitizens Securities, Inc.Adviser and broker–Atlas2013
4Jason ChristopoulosCanton, MICitizens Securities, Inc.Adviser and broker–Atlas2021
5Michael J. D'AgneseClinton Township, MICitizens Securities, Inc.Adviser and broker–Atlas2024
6David M. DemallieBloomfield Hills, MICitizens Securities, Inc.Adviser and broker–Atlas2025
7Kevin M. DoyleWest Bloomfield, MICitizens Securities, Inc.Adviser and broker–Atlas2017
8Matthew C. EssmannRochester Hills, MICitizens Securities, Inc.Adviser and broker–Atlas2010
9Michael P. GomezLivonia, MICitizens Securities, Inc.Adviser and broker–Atlas2020
10Michael J. HagenianLivonia, MICitizens Securities, Inc.Adviser and broker–Atlas2010

17 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.