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

47 advisors

Unlock all 47
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nancy AgaibyWashington, DCMissionsquare RetirementAdviser and broker–Atlas2002
2Cengiz M. AkyolWashington, DCMissionsquare RetirementAdviser and broker–Atlas2003
3Laramy AyersWashington, DCMissionsquare RetirementAdviser only–Atlas2022
4Matthew P. BartonWashington, DCMissionsquare RetirementAdviser only–Atlas2000
5Manuel Beltran ZunigaWashington, DCMissionsquare RetirementAdviser and broker–Atlas2023
6Ryan M. BertrandWashington, DCMissionsquare RetirementAdviser and broker–Atlas2020
7Raul BoniniWashington, DCMissionsquare RetirementAdviser and broker–Atlas2014
8Shirley A. BrostWashington, DCMissionsquare RetirementAdviser and broker–Atlas2002
9Dayla Cabeza De VacaWashington, DCMissionsquare RetirementAdviser and brokerCFPAtlas2005
10James C. CantelaWashington, DCMissionsquare RetirementAdviser and brokerCFPAtlas2011

37 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.