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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Gary S. AbelyAltamonte Springs, FLCertified Advisory Corp.Adviser onlyCFPAtlas2013
2Aaron J. BertAltamonte Springs, FLCertified Advisory Corp.Adviser and brokerCFPAtlas2011
3Joseph F. BertAltamonte Springs, FLCertified Advisory Corp.Adviser onlyCFPAtlas1991
4Rupert C. CurryAltamonte Springs, FLCertified Advisory Corp.Adviser and brokerCFPAtlas2000
5Jessica L. HallAltamonte Springs, FLCertified Advisory Corp.Adviser and broker–Atlas2020
6Nancy I. HechtAltamonte Springs, FLCertified Advisory Corp.Adviser and brokerCFPAtlas1993
7Adam C. JonesAltamonte Springs, FLCertified Advisory Corp.Adviser and brokerCFPAtlas2017
8Grant M. KennedyAltamonte Springs, FLCertified Advisory Corp.Adviser onlyCFPAtlas2025
9Vicki D. KovachAltamonts Springs, FLCertified Advisory Corp.Adviser onlyCFPAtlas2000
10Dillon LittleAltamonte Springs, FLCertified Advisory Corp.Adviser onlyCFPAtlas2024

6 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.