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

77 advisors

Unlock all 77
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mya C. AbateNew York, NYWealthspire AdvisorsAdviser only–Atlas2026
2Craig A. AmicoNew York, NYWealthspire AdvisorsAdviser onlyCFAAtlas2014
3Devanshu AminNew York, NYWealthspire AdvisorsAdviser only–Atlas2023
4Camila S. BentosNew York, NYWealthspire AdvisorsAdviser only–Atlas2022
5Jonathan G. BerhaneNew York, NYWealthspire AdvisorsAdviser onlyCFPAtlas2021
6Eric S. BernsteinMelville, NYWealthspire AdvisorsAdviser only–Atlas2021
7Michael J. BongiornoMelville, NYWealthspire AdvisorsAdviser only–Atlas2024
8Madelyn BowlesNew York, NYWealthspire AdvisorsAdviser onlyCFPAtlas2023
9Kevin J. BradyNew York, NYWealthspire Advisors +1 moreAdviser onlyCFPAtlas2018
10John T. BrilloNew York, NYWealthspire AdvisorsAdviser only–Atlas2026

67 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.