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

215 advisors

Unlock all 215
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John H. Adams Jr.Palm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2002
2Timothy R. AlfordPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser onlyCFPAtlas2011
3Matthew T. ApodacaPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2011
4Jake V. BeldenPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2026
5Nicholas J. BerPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2026
6Coy C. BerendsPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2008
7Daniel L. BertucelliPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2017
8Kelvin W. BishopPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2006
9Christopher W. BlairPalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and brokerCFPAtlas1999
10Aaron L. BlakePalm Beach Gardens, FLMoney Concepts Capital Corp.Adviser and broker–Atlas2026

205 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.