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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 31 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Henry D. Aguilar BelloMiami, FLBci Securities, Inc.Adviser and broker–Atlas2017
2Cristina T. AlvarezMiami, FLBci Securities, Inc.Adviser and broker–Atlas2004
3Felipe Betancur PatinoMiami, FLBci Securities, Inc.Adviser and broker–Atlas2018
4Rosario M. Camejo AdrianMiami, FLBci Securities, Inc.Adviser and broker–Atlas2022
5Luis E. CampodonicoCoral Gables, FLBci Securities, Inc.Adviser and broker–Atlas2016
6Luis A. Cedeno SalcedoMiami, FLBci Securities, Inc.Adviser and brokerCFAAtlas2024
7Alexander CesarCoral Gables, FLBci Securities, Inc.Adviser and broker–Atlas2008
8Ricardo ChadudMiami, FLBci Securities, Inc.Adviser and broker–Atlas2023
9Sebastian I. Contador AstrosaMiami, FLBci Securities, Inc.Adviser and broker–Atlas2015
10Eric D. DellamicoMiami, FLBci Securities, Inc.Adviser and broker–Atlas2019

21 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.