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

29 advisors

Unlock all 29
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Hannah M. ArcherSan Francisco, CARaymond James Investment ManagementAdviser and broker–Atlas2020
2John BabnikLake Forest, ILRaymond James Investment ManagementAdviser and broker–Atlas2009
3Justyna Z. BarczynskaSt. Petersburg, FLRaymond James Investment ManagementAdviser and broker–Atlas2004
4Bryan D. BatassaPark Ridge, ILRaymond James Investment ManagementAdviser and broker–Atlas2026
5Matthew B. CalosPelham, NHRaymond James Investment ManagementAdviser and broker–Atlas2017
6Brandon M. CastleSt Petersburg, FLRaymond James Investment ManagementAdviser and broker–Atlas2025
7Thomas CattolicoSt Petersburg, FLRaymond James Investment ManagementAdviser and broker–Atlas2023
8Dana R. CunninghamKansas City, MORaymond James Investment ManagementAdviser and broker–Atlas2009
9Joseph J. Del GuercioSt Petersburg, FLRaymond James Investment ManagementAdviser and broker–Atlas2026
10Crystal J. FowlerSt Petersburg, FLRaymond James Investment ManagementAdviser and broker–Atlas2021

19 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.