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

136 advisors

Unlock all 136
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Marybeth AbbiaticiPittsburgh, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2017
2James L. AldersonPittsburgh, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2019
3Andrew C. AufderheidePittsburgh - Wexford, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2009
4Randee M. BaerPittsburgh - Wexford, PARobert W. Baird & Co. IncorporatedAdviser and brokerCFPAtlas2012
5Raymond M. BallantinePittsburgh - Wexford, PARobert W. Baird & Co. IncorporatedAdviser and brokerCFPAtlas2002
6Travis N. BarkerEllwood City, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2014
7Christian S. BarryPittsburgh - South Hills, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2008
8Richard M. BirchPittsburgh, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2011
9Matthew R. BlazewickPittsburgh - Wexford, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2023
10Amanda G. BlountPittsburgh, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2010

126 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.