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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Graham F. AlbrightStuart, FLCollaborative WealthAdviser only–Atlas2026
2Darla J. GreerGainesville, FLCollaborative WealthAdviser and broker–Atlas2008
3Jaren N. HolmesLake Mary, FLCollaborative WealthAdviser only–Atlas2024
4Douglas H. Jones IILake Mary, FLCollaborative WealthAdviser only–Atlas2024
5Chad R. JusticeLake Mary, FLCollaborative WealthAdviser only–Atlas2004
6Stephen MagallanesStuart, FLCollaborative WealthAdviser and brokerCFPAtlas2008
7Larry ResczenskiGainesville, FLCollaborative WealthAdviser and broker–Atlas2003
8Shawn M. SmithLake Mary, FLCollaborative WealthAdviser and broker–Atlas2016
9Sandra A. StickneyLake Mary, FLCollaborative WealthAdviser and brokerCFPAtlas2003
10Brenton ThaiLake Mary, FLCollaborative WealthAdviser onlyCFPAtlas2011

1 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.