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

18 advisors

Unlock all 18
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Radames AbreuPalmetto Bay, FLBrookstone Capital Management LLCAdviser onlyCFPAtlas2023
2Michael R. AdamsMelbourne, FLBrookstone Capital Management LLCAdviser only–Atlas2025
3Russell T. Amsden IIIPalm Beach Gardens, FLBrookstone Capital Management LLCAdviser only–Atlas2002
4Richard BrownSt Petersburg, FLBrookstone Capital Management LLCAdviser only–Atlas2020
5George W. Clark Jr.West Palm Beach, FLBrookstone Capital Management LLCAdviser only–Atlas2020
6Daniel M. Dalke-DupeyPort Charlotte, FLBrookstone Capital Management LLCAdviser only–Atlas2025
7Trevor HullPalm Harbor, FLBrookstone Capital Management LLCAdviser onlyCFPAtlas2021
8Ryan JenkinsInverness, FLBrookstone Capital Management LLCAdviser only–Atlas2024
9Benjamin R. KleckPalm Harbor, FLBrookstone Capital Management LLCAdviser only–Atlas2021
10Amy B. LawsonCape Coral, FLBrookstone Wealth Advisors, LLC +1 moreAdviser only–Atlas2014

8 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.