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

44 advisors

Unlock all 44
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Beverly B. AriasSarasota, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2006
2Cesar R. BernalMiami, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2022
3Brian K. BohnenParrish, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2008
4Stephen T. BrantleyYulee, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2012
5Meghan E. BrightWest Palm Beach, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2023
6Brent A. BurnettJacksonville Beach, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2008
7Michael J. CimarikClearwater, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2021
8Geraldine CookSaint Petersburg, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2022
9Christopher P. CostelloHudson, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2025
10Kelly L. DavisJuno Beach, FLTransamerica Retirement Advisors, LLCAdviser and broker–Atlas2004

34 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.