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FinancialADVSR

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

48 advisors

Unlock all 48
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Fernando J. Agudo NidoHato Rey, PRNpa Asset Management, LLCAdviser and broker–Atlas2010
2Frank A. AmmiratoFair Lawn, NJNpa Asset Management, LLCAdviser and brokerChFCAtlas2002
3Carmelo Arce AlvarezHato Rey, PRNpa Asset Management, LLCAdviser and broker–Atlas2014
4Andrew A. AronsHackensack, NJNpa Asset Management, LLCAdviser and broker–Atlas2004
5Lorenzo A. AufieroHuntington, NYNpa Asset Management, LLCAdviser and broker–Atlas2005
6Robert P. BarkerFair Lawn, NJNpa Asset Management, LLCAdviser and broker–Atlas2004
7Eric A. BickneseFair Lawn, NJNpa Asset Management, LLCAdviser and broker–Atlas2004
8Jorge BravoSan Juan, PRNpa Asset Management, LLCAdviser and brokerCFPAtlas2015
9Eric K. CarraraChatham, NJNpa Asset Management, LLCAdviser and broker–Atlas1997
10Luis A. CasaresmaduroSan Juan, PRNpa Asset Management, LLCAdviser and broker–Atlas2016

38 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.