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

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Theodore A. AdamsOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2025
2Ariadna P. Baute PazOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2026
3Timothy B. BriggsOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2002
4Jensen D. BryanOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2023
5Gunnar O. CovinskyOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2025
6Carolina D. DuinOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2019
7John C. EnglishOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2001
8Gilbert A. EversOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2004
9Scott E. GilmanOverland Park, KSValic Financial Advisors, Inc.Adviser and broker–Atlas2007
10Linda D. HallOverland Park, KSValic Financial Advisors, Inc.Adviser and brokerCFPAtlas2001

11 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.