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

191 advisors

Unlock all 191
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Hasan AliAtlanta, GARaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2003
2Robert L. Anderson IIIHiawassee, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009
3Robert J. Awbrey Jr.Peachtree City, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2018
4Mark J. BakerSuwanee, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2004
5John C. BarclayValdosta, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2026
6Kenneth S. Barimo Jr.Watkinsville, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2023
7Charles M. BarkerDalton, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2003
8Troy W. BeckettWinder, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2003
9McCurdy E. BennettWatkinsville, GARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2022
10Michael J. Bennicelli IIPeachtree City, GARaymond James Financial Services Advisors, Inc.Adviser and brokerCFAAtlas2007

181 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.