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

23 advisors

Unlock all 23
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ali AldifahiJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2026
2Michael AlexandreJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2015
3Benjamin BeasleyJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2023
4John BernadinJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2022
5Katherine BilodeauJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2023
6Jamar BrownJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2023
7Jonathan GarciaJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2020
8Royce GuerreroJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2014
9Charles R. HallJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2017
10Jason HinesleyJacksonville, FLSofi Wealth LLCAdviser and broker–Atlas2008

13 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.