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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jason R. CalderwoodWest Palm Beach, FLValley Financial Management, Inc. +1 moreAdviser and broker–Atlas2013
2Brenda CareyAventura, FLValley Wealth Managers, Inc.Adviser and broker–Atlas2023
3Micah J. CharynCoral Gables, FLValley Wealth Managers, Inc.Adviser and broker–Atlas2014
4Jaime DashevschiAventura, FLValley Financial Management, Inc. +1 moreAdviser and broker–Atlas2023
5Berta EpelbaumAventura, FLValley Wealth Managers, Inc.Adviser and broker–Atlas2023
6Steve EriksonPalm Beach Gardens, FLValley Wealth Managers, Inc.Adviser onlyCFPAtlas2002
7Alejandro FeldmanAventura, FLValley Wealth Managers, Inc.Adviser and broker–Atlas2005
8Martin L. GaleTampa, FLValley Financial Management, Inc. +1 moreAdviser onlyCFP, ChFCAtlas2011
9Javier M. LevyAventura, FLValley Financial Management, Inc. +1 moreAdviser and broker–Atlas2022
10Shannon LittlejohnSt. Petersburg, FLValley Wealth Managers, Inc. +1 moreAdviser and broker–Atlas2011

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.