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

71 advisors

Unlock all 71
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael K. AlfordSummerville, SCCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2004
2Nikhil AlkariFort Mill, SCCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2025
3Barry A. BarnetteGreer, SCCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2007
4Sean M. BennettSummerville, SCCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2004
5Gregory S. BingelColumbia, SCCambridge Investment Research Advisors, Inc.Adviser and brokerCFP, ChFCAtlas2005
6Rodney B. BirchGreenville, SCCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2017
7Michael D. BirdFort Mills, SCCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2007
8Joshua L. BlackwelderMauldin, SCCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2019
9Michael BoyntonGreenville, SCCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2026
10Zaine K. BradfordGreenville, SCCambridge Investment Research Advisors, Inc.Adviser only–Atlas2025

61 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.