Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1John F. BlairNaples, FL | Cerity Partners LLC | Adviser only | CFP | Atlas | 2000 |
| 2Steven J. GiaconaBoca Raton, FL | Cerity Partners LLC | Adviser only | – | Atlas | 2002 |
| 3Bethany LeclairSaint Petersburg, FL | Cerity Partners LLC | Adviser only | – | Atlas | 2024 |
| 4Susan K. MatlowNaples, FL | Cerity Partners LLC | Adviser only | CFP | Atlas | 2011 |
| 5Darin A. MorganNaples, FL | Cerity Partners LLC | Adviser only | CFP, CFA | Atlas | 2007 |
| 6Lisa M. PaczkowskiBoca Raton, FL | Cerity Partners LLC | Adviser and broker | CFP | Atlas | 2015 |
| 7Anthony RosettiBoca Raton, FL | Cerity Partners LLC +1 more | Adviser only | CFA | Atlas | 2009 |
| 8Melanie R. RossLakewood Ranch, FL | Cerity Partners LLC | Adviser only | CFP | Atlas | 2012 |
| 9Niklas S. SchaffnerJacksonville, FL | Cerity Partners LLC | Adviser only | – | Atlas | 2026 |
| 10Frederick H. TanBoca Raton, FL | Cerity Partners LLC | Adviser only | CFP | Atlas | 2019 |
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.