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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jared K. BiggsNampa, IDOneamerica Securities, Inc.Adviser and broker–Atlas2009
2Bradley P. BurbankNampa, IDOneamerica Securities, Inc.Adviser and broker–Atlas2024
3Eric C. DittmanNampa, IDOneamerica Securities, Inc.Adviser and broker–Atlas2007
4Ronald W. HatchMeridian, IDOneamerica Securities, Inc.Adviser and broker–Atlas2012
5Travis J. HessingNampa, IDOneamerica Securities, Inc.Adviser and broker–Atlas2017
6Roger D. MadisonMeridian, IDOneamerica Securities, Inc.Adviser and broker–Atlas2007
7Michael J. MontagueDonnelly, IDOneamerica Securities, Inc.Adviser and broker–Atlas2020
8Brayden Q. OlsonMeridian, IDOneamerica Securities, Inc.Adviser and broker–Atlas2023
9John P. SeableNampa, IDOneamerica Securities, Inc.Adviser and broker–Atlas2012
10Tyrell D. StevensEagle, IDOneamerica Securities, Inc.Adviser and brokerCFPAtlas2013

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.