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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 8 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Edward R. Allen IIIHouston, TXEagle Global Advisors LLCAdviser onlyCFAAtlas1996
2Gonzalo AlonsoHouston, TXEagle Global Advisors LLCAdviser onlyCFPAtlas2015
3Paul D. Chiaro Jr.Houston, TXEagle Global Advisors LLC +1 moreAdviser only–Atlas2013
4George E. Crosby, Jr.Houston, TXEagle Global Advisors LLCAdviser only–Atlas2006
5Malcom S. DayHouston, TXEagle Global Advisors LLCAdviser onlyCFAAtlas2002
6John F. GualyHouston, TXEagle Global Advisors LLCAdviser onlyCFAAtlas1997
7Thomas N. Hunt IIIHouston, TXEagle Global Advisors LLCAdviser onlyCFAAtlas1996
8Steven S. RussoHouston, TXEagle Global Advisors LLCAdviser only–Atlas1997

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.