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

60 advisors

Unlock all 60
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Evan L. BaldwinPalm Beach Gardens, FLGladstone Wealth PartnersAdviser and broker–Atlas2025
2Jamie L. BaraldiPalm Beach Gardens, FLGladstone Wealth PartnersAdviser and broker–Atlas2002
3Joseph J. BattagliaPalm Beach Gardens, FLGladstone Wealth PartnersAdviser only–Atlas2020
4Garrett E. BegginPalm Beach Gardens, FLGladstone Wealth PartnersAdviser and broker–Atlas2025
5Kristopher BonocoreBoca Raton, FLGladstone Wealth PartnersAdviser and broker–Atlas2002
6Keith T. BrothersPalm Beach Gardens, FLGladstone Wealth PartnersAdviser and broker–Atlas2009
7Andrew P. CampbellPalm Beach Gardens, FLGladstone Wealth PartnersAdviser and broker–Atlas2009
8Anthony N. CarusoPalm Beach Gardens, FLGladstone Wealth PartnersAdviser and broker–Atlas2002
9Daniel P. CavisePalm Beach Gardens, FLGladstone Wealth PartnersAdviser and broker–Atlas2007
10Anthony J. CiriecoPalm Beach Gardens, FLGladstone Wealth PartnersAdviser only–Atlas2010

50 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.