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

25 advisors

Unlock all 25
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael AmadoPortsmouth, NHTd Private Client Wealth LLCAdviser and broker–Atlas2021
2Victor BatuManchester, NHTd Private Client Wealth LLCAdviser and broker–Atlas2025
3Paola D. BayneConcord, NHTd Private Client Wealth LLCAdviser and broker–Atlas2022
4Benjamin Chasse Jr.Manchester, NHTd Private Client Wealth LLCAdviser and broker–Atlas2024
5Alexander FriganzaManchester, NHTd Private Client Wealth LLCAdviser and broker–Atlas2026
6Brandon HobiManchester, NHTd Private Client Wealth LLCAdviser and broker–Atlas2021
7Nicole JalbertManchester, NHTd Private Client Wealth LLCAdviser and broker–Atlas2022
8Jacob L. KamelManchester, NHTd Private Client Wealth LLCAdviser and broker–Atlas2026
9Brad KelleyManchester, NHTd Private Client Wealth LLCAdviser and broker–Atlas2024
10Corey LandryManchester, NHTd Private Client Wealth LLCAdviser and brokerCFPAtlas2019

15 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.