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

124 advisors

Unlock all 124
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ted AbensteinMorristown, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2022
2Daniel F. BarrettMorristown, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2011
3Joseph P. BartolomeoColts Neck, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2018
4Mitchell A. BaumRochelle Park, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2002
5Scott C. BernstielWindsor, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2010
6Lauren R. BollingerWestfield, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2002
7Thomas K. BrownMorristown, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2019
8Robert J. BuckelewManasquan, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2003
9Anthony BuonomoManasquan, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009
10Robert J. BurkeBasking Ridge, NJMendham Capital Management, Inc. +1 moreAdviser and broker–Atlas2008

114 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.