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

24 advisors

Unlock all 24
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Matheus Afonso Sofia Da SilvaMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2024
2Gabriel Barreto PaixaoMiami, FLBtg Pactual Asset Management Us , LLCAdviser only–Atlas2026
3Joao Vitor Costa PerciaMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2025
4Thais Da Costa FerreiraMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2024
5Gustavo Fraga AbrunhosaMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2023
6Isabella S. FreyreMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2023
7Daniel GammermanMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2001
8Isabella Jannuzzelli TonanniMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2026
9Alfredo Jaramillo ArmentaMiami, FLBtg Pactual Asset Management Us , LLCAdviser and broker–Atlas2024
10Philippe Kriz PakciarzMiami, FLBtg Pactual Asset Management Us , LLCAdviser and brokerCFAAtlas2023

14 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.