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

697 advisors

Unlock all 697
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan AbatemarcoNew York, NYMML Investors Services, LLCAdviser and broker–Atlas2025
2Stephen AbbottHauppauge, NYMML Investors Services, LLCAdviser and brokerChFCAtlas2008
3Keith B. AbroshNew York, NYMML Investors Services, LLCAdviser and brokerCFP, ChFCAtlas2016
4Christopher J. AchesonEast Hills, NYMML Investors Services, LLCAdviser and broker–Atlas2017
5Gary R. AckerRochester, NYMML Investors Services, LLCAdviser and broker–Atlas2021
6Marc H. AdamekEast Hills, NYMML Investors Services, LLCAdviser and broker–Atlas2005
7Christopher J. AhrensAmherst, NYMML Investors Services, LLCAdviser and broker–Atlas2021
8John R. AhrensAmherst, NYMML Investors Services, LLCAdviser and broker–Atlas2021
9Ilyas AkbarNew York, NYMML Investors Services, LLCAdviser and brokerCFPAtlas2003
10James AlexEast Hills, NYMML Investors Services, LLCAdviser and broker–Atlas2021

687 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.