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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 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
1Timothy M. CivickOklahoma City, OKThe Baker Group, LPAdviser and broker–Atlas2025
2John T. CurrieOklahoma City, OKThe Baker Group, LPAdviser and broker–Atlas2023
3Charles J. De CouneTulsa, OKThe Baker Group, LPAdviser only–Atlas2026
4Braden EgglestonOklahoma City, OKThe Baker Group, LPAdviser and broker–Atlas2025
5Carl H. HollidayOklahoma City, OKThe Baker Group, LP +1 moreAdviser and broker–Atlas2022
6Court E. LoomisOklahoma City, OKThe Baker Group, LPAdviser and broker–Atlas2024
7Randall W. NelsonTulsa, OKThe Baker Group, LPAdviser and broker–Atlas2000
8Braden S. RenaudOklahoma City, OKThe Baker Group, LPAdviser and broker–Atlas2017
9Philip C. StensethOklahoma City, OKThe Baker Group, LPAdviser onlyCFAAtlas2002

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.