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

214 advisors

Unlock all 214
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Taylor AltBradenton, FLCambridge Investment Research Advisors, Inc.Adviser only–Atlas2023
2Jodi M. AmosBonita Springs, FLCambridge Investment Research Advisors, Inc.Adviser only–Atlas2015
3Scott E. AngleOldsmar, FLCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2008
4Thomas ArcuikBoca Raton, FLCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2004
5Jason C. ArnoldPlantation, FLCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2026
6Robert L. ArroyoClearwater, FLCambridge Investment Research Advisors, Inc. +1 moreAdviser and broker–Atlas2004
7Austin L. BainParrish, FLCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2021
8Amy R. BarkalowPort Richey, FLCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2020
9William B. BealePalm Beach Gardens, FLCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2017
10Wendy Jo BellerivePoinciana, FLCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2013

204 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.