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

220 advisors

Unlock all 220
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
4Marc E. AustinWest Hartford, CTWealthspire AdvisorsAdviser onlyCFPAtlas1999
5Abby R. BareMadison, WIWealthspire AdvisorsAdviser only–Atlas2007
6Blake R. BarrSeattle, WAWealthspire AdvisorsAdviser onlyCFPAtlas2011
7Laura S. BarryMilwaukee, WIWealthspire AdvisorsAdviser onlyCFPAtlas2002
8Belle BennettBoca Raton, FLWealthspire AdvisorsAdviser only–Atlas2025
9Camila S. BentosNew York, NYWealthspire AdvisorsAdviser only–Atlas2022
10Jonathan G. BerhaneNew York, NYWealthspire AdvisorsAdviser onlyCFPAtlas2021

210 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.