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

114 advisors

Unlock all 114
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Lilly S. AdelsteinDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
2Arinola AfolabiDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2026
3Amir A. AhmedDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2019
4Nivene Al IbrahimDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2023
5Zachary M. BarryDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2006
6Adam A. BashirDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2026
7Kidus Yared BayouDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2026
8Ally N. BeckerChicago, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2022
9Elizabeth M. BellChicago, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
10Michael A. BemorasDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2009

104 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.