Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 46 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
46 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Michael W. AnsonNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2021 |
| 2Sean R. ApgarNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2021 |
| 3Brett H. BarthNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2021 |
| 4Bradley R. BernardNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2021 |
| 5Gabriela CanaanNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2022 |
| 6Theodore P. ChristakosNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2026 |
| 7Elizabeth R. CilloNew York, NY | Bbr Partners, LLC | Adviser only | CFP | Atlas | 2008 |
| 8Stephen C. ColodnyNew York, NY | Bbr Partners, LLC | Adviser only | CFP | Atlas | 2018 |
| 9Matthew B. CornfieldNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2023 |
| 10Michael D. DarosaNew York, NY | Bbr Partners, LLC | Adviser only | – | Atlas | 2021 |
36 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.