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

36 advisors

Unlock all 36
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Randy S. AndersonEagle, IDStifel, Nicolaus & Company, IncorporatedAdviser and brokerCFPAtlas2002
2Michael W. Armon Jr.Coeur D'Alene, IDStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2018
3Michael W. ArmonCoeur D'Alene, IDStifel, Nicolaus & Company, IncorporatedAdviser and brokerCFPAtlas1998
4James S. AuwBoise, IDStifel, Nicolaus & Company, IncorporatedAdviser and brokerCFPAtlas2018
5Wyatt D. BaldwinLewiston, IDStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2025
6Kevin V. BatesBoise, IDStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2017
7Mark BucknallKetchum, IDStifel, Nicolaus & Company, IncorporatedAdviser and brokerCFAAtlas2022
8Brandt BurtonIdaho Falls, IDStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2020
9Ryan ChapmanCoeur D'Alene, IDStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2025
10Clint L. DayIdaho Falls, IDStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2026

26 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.