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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Gregory S. Cahill Sr.Orlando, FLValmark Advisers, Inc.Adviser and broker–Atlas1993
2Gregory S. Cahill IIOrlando, FLValmark Advisers, Inc.Adviser and broker–Atlas2020
3Jason B. CoopersmithFort Lauderdale, FLValmark Advisers, Inc.Adviser and brokerCFPAtlas2015
4Paul A. HarrisFort Myers, FLValmark Advisers, Inc.Adviser and brokerChFCAtlas2003
5Michael W. KirshonFort Lauderdale, FLValmark Advisers, Inc.Adviser and broker–Atlas2001
6Theodore J. Kowalchuk Jr.Coral Springs, FLValmark Advisers, Inc.Adviser and brokerCFPAtlas2025
7Glen A. LadauBoca Raton, FLValmark Advisers, Inc.Adviser and brokerCFPAtlas1999
8Kathleen A. McGrathVenice, FLValmark Advisers, Inc. +1 moreAdviser and brokerCFPAtlas1999
9Robert G. MillerBoca Raton, FLValmark Advisers, Inc.Adviser and brokerCFPAtlas1992
10William C. MillerBoca Raton, FLValmark Advisers, Inc.Adviser and brokerCFP, ChFCAtlas2005

3 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.