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

170 advisors

Unlock all 170
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Lehman C. AbshireCrowley, LACetera Investment Advisers LLCAdviser and broker–Atlas2007
2Chrystal R. AdamsMarksville, LACetera Investment Advisers LLCAdviser and brokerCFPAtlas2013
3Patrick L. AmieDenham Springs, LACetera Investment Advisers LLCAdviser and broker–Atlas2020
4Danica P. AnsardiBelle Chasse, LACetera Investment Advisers LLCAdviser and brokerChFCAtlas2005
5Ray C. Ansardi IIIBelle Chasse, LACetera Investment Advisers LLCAdviser and brokerCFPAtlas2019
6Paul ArceneauxThibodaux, LACetera Investment Advisers LLCAdviser onlyPFSAtlas2024
7Troy ArceneauxNew Iberia, LACetera Investment Advisers LLCAdviser and broker–Atlas2005
8Casey L. ArdoinVille Platte, LACetera Investment Advisers LLCAdviser and broker–Atlas2013
9John P. ArmatoMorgan City, LACetera Investment Advisers LLC +1 moreAdviser and brokerPFSAtlas2006
10Chad M. AucoinBaton Rouge, LACetera Investment Advisers LLCAdviser and broker–Atlas2006

160 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.