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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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 143 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

143 advisors

Unlock all 143
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Amelia R. AbelsIrving, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2026
2Aleena S. AjaniDallas, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
3Andrew T. AllenDallas, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2017
4Manolo AlvarezIrving, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2023
5Jackson C. AndresDallas, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2022
6Daniel S. BairdIrving, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2018
7Erin M. BattistelloKaty, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2017
8Alyssa J. BentonIrving, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
9Cameron T. BlannDallas, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
10Kylie I. BrennanDallas, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2026

133 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.