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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andrew D. BatemanLas Vegas, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2021
2Ekaterina P. ChompalovaLas Vegas, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2020
3William S. CorelleLas Vegas, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2004
4Cory R. DavernReno, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2005
5Alan A. MartinReno, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2004
6Kyle R. MirichLas Vegas, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2001
7Mark C. QuennevilleLas Vegas, NVValic Financial Advisors, Inc.Adviser and brokerCFPAtlas2001
8Richard WilsonLas Vegas, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2007
9Gary W. YarnallLas Vegas, NVValic Financial Advisors, Inc.Adviser and broker–Atlas2012

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.