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

282 advisors

Unlock all 282
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brian D. AddisPalm Beach Gardens, FLGwn Securities Inc.Adviser and broker–Atlas2010
2Mikell V. AdmirePalm Beach Gardens, FLGwn Securities Inc.Adviser and broker–Atlas2025
3Christopher J. AhrensPalm Beach Gardens, FLGwn Securities Inc.Adviser and broker–Atlas2022
4Moustapha N. Akkari Sr.Palm Beach Gardens, FLGwn Securities Inc.Adviser and broker–Atlas2002
5Samuel AlfredPalm Beach Gardens, FLGwn Securities Inc.Adviser and broker–Atlas2025
6Edwin AliceaLake Mary, FLGwn Securities Inc.Adviser and broker–Atlas2025
7Jeff H. AllebachOrange City, FLGwn Securities Inc.Adviser and broker–Atlas2017
8Laurie C. AllenPalm Beach Gardens, FLGwn Securities Inc.Adviser and brokerCFPAtlas2008
9Shawn B. AndersonPalm Beach Gardens, FLGwn Securities Inc.Adviser and broker–Atlas2012
10Julie F. AranowitzPalm Beach Gardens, FLGwn Securities Inc.Adviser and brokerCFPAtlas2016

272 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.