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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
1Murphy Adriano-RhodesFort Myers, FLMercer Global Advisors Inc.Adviser only–Atlas2024
2Ian M. AguilarPonte Vedra Beach, FLMercer Global Advisors Inc.Adviser onlyCFPAtlas2013
3Michelle L. AshPonte Vedra Beach, FLMercer Global Advisors Inc.Adviser onlyCFPAtlas2004
4Joshua A. BroadhurstPonte Vedra Beach, FLMercer Global Advisors Inc.Adviser onlyCFPAtlas2010
5Lutfi E. CezairliBoca Raton, FLMercer Global Advisors Inc.Adviser onlyCFAAtlas2026
6Anthony D. FloresTampa, FLMercer Global Advisors Inc.Adviser only–Atlas2019
7Jameson FordSaint Petersburg, FLMercer Global Advisors Inc.Adviser only–Atlas2024
8Bryan A. HernandezDavenport, FLMercer Global Advisors Inc.Adviser only–Atlas2022
9Keith J. HuberPonte Vedra Beach, FLMercer Global Advisors Inc.Adviser only–Atlas2006
10Emma R. JonesFort Lauderdale, FLMercer Global Advisors Inc.Adviser onlyCFPAtlas2021

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.