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

20 advisors

Unlock all 20
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Diego A. AbreuCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2025
2Roger BoschCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2024
3Carlos D. Castro OliverosCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2022
4Daisy M. De La Torre MontoyaCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2013
5Ian P. DubugrasCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2017
6Ron Y. EisnerWest Palm Beach, FLAmerant Investments, Inc.Adviser and broker–Atlas2015
7Anabel Ferreiro LopezCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2010
8Diego Garcia DevillalobosadamesCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2025
9Sebastian R. GomezCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2014
10Luis A. Hernandez GuerreroCoral Gables, FLAmerant Investments, Inc.Adviser and broker–Atlas2025

10 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.