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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Charles E. BaileyFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas1991
2Solomon E. CherniakFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas2000
3George S. CleffiFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas2011
4Anthony DemaioFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and brokerCFPAtlas2002
5William C. Fraley Jr.Florham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas2006
6Jerold FrancusFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas2016
7Jeffrey R. HalpertFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas2005
8Lyle R. HatchFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas2002
9John S. Lyle Jr.Florham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas1998
10Darrell R. ManningFlorham Park, NJJeffrey Matthews Wealth Management, LLCAdviser and broker–Atlas2007

4 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.