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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nancy J. Baquero JimenezCoral Gables, FLPortfolio Resources Advisor Group, Inc.Adviser only–Atlas2010
2Antonio N. CamejoCoral Gables, FLPortfolio Resources Advisor Group, Inc.Adviser and broker–Atlas2005
3Nora CamejoCoral Gables, FLPortfolio Resources Advisor Group, Inc.Adviser only–Atlas2020
4Gustavo G. Degwitz CossonCaracasPortfolio Resources Advisor Group, Inc.Adviser and broker–Atlas2020
5Douglas A. GoldsteinCoral Gables, FLPortfolio Resources Advisor Group, Inc.Adviser and brokerCFPAtlas2005
6Roberto IsasiWeston, FLPortfolio Resources Advisor Group, Inc.Adviser and brokerCFPAtlas2004
7Aaron KatsmanCoral Gables, FLPortfolio Resources Advisor Group, Inc.Adviser and broker–Atlas2005
8Ricardo J. LarrazabalCoral Gables, FLPortfolio Resources Advisor Group, Inc.Adviser only–Atlas2021
9Joyce K. MooreCoral Gables, FLPortfolio Resources Advisor Group, Inc.Adviser and brokerChFCAtlas2002
10Andrea M. NoguerolesPiso 10, Chacao CaracasPortfolio Resources Advisor Group, Inc.Adviser and broker–Atlas2022

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.