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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities
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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. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Steven R. CereTampa, FLCary Street PartnersAdviser and broker–Atlas2012
2Christina K. FilosiTampa, FLCary Street PartnersAdviser and broker–Atlas2023
3Margaret HubertSarasota, FLCary Street PartnersAdviser and broker–Atlas2024
4Jeffrey LampassoTampa, FLCary Street PartnersAdviser and broker–Atlas2025
5Melanie M. McDonaldPalm Beach Garden, FLCary Street PartnersAdviser onlyCFPAtlas2009
6Christopher NardiTampa, FLCary Street PartnersAdviser and broker–Atlas2012
7Christian D. Searcy Jr.Palm Beach Gardens, FLCary Street PartnersAdviser onlyCFPAtlas2002
8Elizabeth ThomasPalm Beach Gardens, FLCary Street PartnersAdviser only–Atlas2002
9Jason M. WaltersTampa, FLCary Street PartnersAdviser and broker–Atlas2009
10Daniel J. WolffSarasota, FLCary Street PartnersAdviser and brokerCFAAtlas2009

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.