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

57 advisors

Unlock all 57
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Frank A. Amato IILeechburg, PAEagle Strategies LLCAdviser and broker–Atlas2015
2Joseph A. AndersonJohnstown, PAEagle Strategies LLCAdviser and broker–Atlas2025
3John AngiulliPittsburgh, PAEagle Strategies LLCAdviser and broker–Atlas2007
4Cara J. ArcherWayne, PAEagle Strategies LLCAdviser and brokerChFCAtlas2026
5Jonathan BabyakPittsburgh, PAEagle Strategies LLCAdviser and broker–Atlas2026
6Dennis G. Ballow Jr.Harleysville, PAEagle Strategies LLCAdviser and broker–Atlas2018
7Christy BarilottiPhiladelphia, PAEagle Strategies LLCAdviser and brokerCFPAtlas2003
8Dylan BeamPittsburgh, PAEagle Strategies LLCAdviser and broker–Atlas2023
9Jeffrey T. BeebeHorsham, PAEagle Strategies LLCAdviser and broker–Atlas2002
10Patrick G. BroughHavertown, PAEagle Strategies LLCAdviser and brokerChFCAtlas2003

47 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.