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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
1George M. BellishAshtabula, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2001
2Thomas J. CimoricWarren, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2026
3Taylor S. DoemelCanfield, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2018
4David J. FischesserCanfield, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2021
5Richard HofusCanfield, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2026
6Kathleen M. IndianoCanfield, OHAusdal Financial Partners, Inc.Adviser and brokerPFSAtlas2003
7Jacob P. RothSandusky, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2024
8Robert A. StudniarzRocky River, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2007
9Marie E. Studniarz RudolphRocky River, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2019
10Brian TupperCanfield, OHAusdal Financial Partners, Inc.Adviser and broker–Atlas2016

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.