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

66 advisors

Unlock all 66
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Scott R. AbernethyMarlton, NJTiaa-Cref Individual & Institutional Services, LLCAdviser onlyCFAAtlas2005
2Randolph Adams IIFreehold, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2025
3Danny ArroyaveHackensack, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2026
4Yanelys G. BenhamHackensack, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2012
5Michael BernsteinIselin, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2015
6Jasmine L. BrittonBloomfield, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2021
7William E. Brown IIIIselin, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2007
8Janet I. BurnettPrinceton, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2004
9David J. BurnsWestfield, NJTiaa-Cref Individual & Institutional Services, LLCAdviser onlyCFAAtlas2012
10Roberto P. CasaleHackensack, NJTiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2011

56 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.