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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bryan BielawskiNew York, NYMercer Global Advisors Inc.Adviser onlyCFAAtlas2010
2Jamie F. BlockFairport, NYMercer Global Advisors Inc.Adviser onlyCFP, PFSAtlas2017
3Kevin M. BradyLake Placid, NYMercer Global Advisors Inc.Adviser onlyCFP, CFAAtlas2019
4Barry CohenManhasset, NYMercer Global Advisors Inc.Adviser onlyCFPAtlas2021
5Jonah M. ColemanBrooklyn, NYMercer Global Advisors Inc.Adviser onlyCFPAtlas2021
6Tammy L. CooperNew York, NYMercer Global Advisors Inc.Adviser onlyCFPAtlas2008
7Steven CrevarNew York, NYMercer Global Advisors Inc.Adviser onlyCFPAtlas2014
8Cody DollyNew York, NYMercer Global Advisors Inc.Adviser only–Atlas2011
9Edward F. Dunphy Jr.New York, NYMercer Global Advisors Inc.Adviser only–Atlas2011
10Tyler J. FrankSaranac Lake, NYMercer Global Advisors Inc.Adviser only–Atlas2024

7 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.