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

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eddie B. AllenLake Mary, FLNewport Group Consulting, LLCAdviser and broker–Atlas2003
2Andrew P. ArigoLake Mary, FLNewport Group Consulting, LLCAdviser and broker–Atlas2007
3Jeffrey M. BushLake Mary, FLNewport Group Consulting, LLCAdviser and broker–Atlas2015
4Michael J. DesimoneLake Mary, FLNewport Group Consulting, LLCAdviser onlyCFAAtlas2026
5Lindsey E. EllisLake Mary, FLNewport Group Consulting, LLCAdviser only–Atlas2013
6Paul G. EscobarLake Mary, FLNewport Group Consulting, LLCAdviser and broker–Atlas2009
7Justin T. FeatherLake Mary, FLNewport Group Consulting, LLCAdviser and broker–Atlas2004
8Trenton J. HolecLake Mary, FLNewport Group Consulting, LLCAdviser and broker–Atlas2005
9Jane E. KellerLake Mary, FLNewport Group Consulting, LLCAdviser only–Atlas2002
10Philip B. KiddLake Mary, FLNewport Group Consulting, LLCAdviser and broker–Atlas2006

11 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.