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

33 advisors

Unlock all 33
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Tiffany M. BeardJacksonville, FLWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2005
2Brian BedfordNaples, FLWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2013
3William R. BerkowitzBoca Raton, FLWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2004
4Jamar M. BosticJacksonville, FLWealth Enhancement Advisory Services, LLCAdviser and brokerCFAAtlas2026
5Thomas H. BreiterBradenton, FLWealth Enhancement Advisory Services, LLCAdviser only–Atlas1992
6James W. Carr Jr.Jacksonville, FLWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas1999
7Jesse A. CrewsJacksonville, FLWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2009
8Benjamin E. DavisJacksonville, FLWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2008
9Deborah DematteoMiromar Lakes, FLWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2004
10Eric D. DuncanTampa, FLWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2007

23 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.