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

37 advisors

Unlock all 37
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Daniel Antenor, JrWoodbury, NYConsolidated Portfolio Review Corp. +1 moreAdviser and broker–Atlas2018
2Thomas D. BaconWoodbury, NYConsolidated Portfolio Review Corp.Adviser and broker–Atlas2001
3Stefan A. BurkeWoodbury, NYConsolidated Portfolio Review Corp. +1 moreAdviser and broker–Atlas2020
4Tiffany M. CarrionWoodbury, NYConsolidated Portfolio Review Corp. +1 moreAdviser and broker–Atlas2025
5Lynn T. CravinhoWoodbury, NYConsolidated Portfolio Review Corp.Adviser and broker–Atlas2008
6Donald D. DaltonWoodbury, NYConsolidated Portfolio Review Corp.Adviser and broker–Atlas2012
7Michele J. DelsordoWoodbury, NYConsolidated Portfolio Review Corp. +1 moreAdviser and broker–Atlas2015
8Monroe M. Diefendorf Jr.Woodbury, NYConsolidated Portfolio Review Corp.Adviser and brokerChFCAtlas2006
9Howard J. DouglasWoodbury, NYConsolidated Portfolio Review Corp.Adviser and brokerChFCAtlas2002
10Lionel J. Edmonson IIIWoodbury, NYConsolidated Portfolio Review Corp.Adviser onlyCFPAtlas2010

27 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.