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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Owners and executives

55,728 people that SEC-registered advisers name on Form ADV as owners or executive officers, each with a profile.

55,728 people

NameTitleFirmFirm AUMFirm 1-yrStake
1Amma A. BoatengMalvern, PAManaging DirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
2Barbara VennemanMalvern, PADirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
3Christopher D. McIsaacMalvern, PAManaging DirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
4David A. HuntMalvern, PADirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
5David A. ThomasMalvern, PADirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
6Grant F. ReidMalvern, PADirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
7Gregory DavisMalvern, PAManaging Director, President, Director and Chief Investment OfficerVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
8Jacqueline M. AngellMalvern, PAChief Compliance OfficerVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
9Joanna M. RotenbergMalvern, PAManaging DirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas
10John MurphyMalvern, PADirectorVanguard Group Inc
Asset manager
$11.09TAtlasAtlas

55,718 more people match.

Atlas lists every one with their stake, control status and firm growth, and exports the list for your CRM.

From Schedules A and B of each firm’s latest Form ADV. Personal contact details aren’t included; each profile links to the person’s SEC and FINRA records.