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

47 advisors

Unlock all 47
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Tillie AllisonSt Pete Beach, FLPortfolio Medics, LLCAdviser only–Atlas2025
2John M. Billy Jr.Bonita Springs, FLPortfolio Medics, LLCAdviser only–Atlas2002
3John A. BlacklidgeBonita Springs, FLPortfolio Medics, LLCAdviser only–Atlas2017
4Mark C. CagleBonita Springs, FLPortfolio Medics, LLCAdviser only–Atlas2025
5Kenneth L. ClarkBonita Springs, FLPortfolio Medics, LLCAdviser only–Atlas2009
6Jason CollinsBonita Springs, FLPortfolio Medics, LLCAdviser only–Atlas2020
7John C. ConrathBonita Springs, FLPortfolio Medics, LLCAdviser only–Atlas2003
8Eric S. DudleyVenice, FLPortfolio Medics, LLCAdviser only–Atlas2019
9Mark D. FentonBonita Springs, FLPortfolio Medics, LLCAdviser only–Atlas2005
10Sisse S. Ferguson-TorokTampa, FLPortfolio Medics, LLCAdviser only–Atlas2005

37 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.