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

452 advisors

Unlock all 452
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Marcos A. Acevedo Jr.Bunnell, FLOsaic Wealth, Inc.Adviser and broker–Atlas2000
2Cassandra R. AdesinaWinter Haven, FLOsaic Wealth, Inc.Adviser and broker–Atlas2016
3Jonathon W. AggenDeerfield Beach, FLOsaic Wealth, Inc.Adviser and broker–Atlas2016
4Antonio E. AlbistuHialeah, FLOsaic Wealth, Inc.Adviser and broker–Atlas1993
5Gary C. AlexanderFort Lauderdale, FLOsaic Wealth, Inc.Adviser and broker–Atlas2006
6Michelle AlexanderSebring, FLOsaic Wealth, Inc.Adviser and broker–Atlas2008
7Will Allen IIIFt. Lauderdale, FLOsaic Wealth, Inc.Adviser and broker–Atlas2025
8Edgar L. Allison IIIPensacola, FLOsaic Wealth, Inc.Adviser and broker–Atlas2001
9Scott G. AllisonSun City Center, FLOsaic Wealth, Inc.Adviser and brokerCFPAtlas2004
10Richard A. AlterBoca Raton, FLOsaic Wealth, Inc.Adviser and broker–Atlas2000

442 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.