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

23 advisors

Unlock all 23
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eiji AonoCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2022
2Rodolfo AponteCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2023
3Luiza Bassuma AlonsoCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2023
4Eduardo Da Silveira GomesCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2019
5Felipe DabbahCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2026
6Sergio V. EstefanoCoral Gables, FLBradesco Global AdvisorsAdviser and brokerCFPAtlas2008
7Lucas GoncalvesCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2024
8Mauricio F. Goulart Da CunhaCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2007
9Douglas GuideliCoral Gables, FLBradesco Global AdvisorsAdviser and broker–Atlas2022
10Giuliano Andrei Jardim Cristofano Dal C MCoral Gables, FLBradesco Global AdvisorsAdviser and brokerCFAAtlas2026

13 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.