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

54 advisors

Unlock all 54
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Douglas R. AlbertBoca Raton, FLNfsg CorporationAdviser and broker–Atlas2018
2Guy S. AmicoBoca Raton, FLNfsg CorporationAdviser and broker–Atlas2005
3Philip B. AntiaBoca Raton, FLNfsg CorporationAdviser and broker–Atlas1999
4Gabriel M. AntunaBoca Raton, FLNfsg CorporationAdviser and broker–Atlas2005
5Lisa A. ArmbrustDelray Beach, FLNfsg CorporationAdviser and broker–Atlas2009
6Thomas J. AveryBoca Raton, FLNfsg CorporationAdviser and broker–Atlas2014
7Marc BartonBoca Raton, FLNfsg CorporationAdviser and broker–Atlas2001
8Richard M. BenedettiBoca Raton, FLNfsg CorporationAdviser and broker–Atlas2026
9Neil R. BradieCoral Springs, FLNfsg CorporationAdviser and broker–Atlas2000
10Robert C. BraggBoca Raton, FLNfsg CorporationAdviser and broker–Atlas2005

44 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.