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

108 advisors

Unlock all 108
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Darren R. AlexanderVancouverRaymond James (USA) Ltd.Adviser only–Atlas2026
2Carmine N. Arlia CiommoMontrealRaymond James (USA) Ltd.Adviser only–Atlas2021
3John C. BealOakville, OntarioRaymond James (USA) Ltd.Adviser only–Atlas2022
4Alain L. BerubeVancouverRaymond James (USA) Ltd.Adviser onlyCFAAtlas2021
5Stephen B. BishopNew Minas, Nova ScotiaRaymond James (USA) Ltd.Adviser and broker–Atlas2019
6William W. BlackVancouverRaymond James (USA) Ltd.Adviser only–Atlas2018
7Walter BobkoSt. Catharines, OntarioRaymond James (USA) Ltd.Adviser only–Atlas2025
8Jason R. BondyVancouverRaymond James (USA) Ltd.Adviser only–Atlas2025
9Andrew S. BoothVancouverRaymond James (USA) Ltd.Adviser onlyCFAAtlas2022
10Cynthia R. BouryVancouverRaymond James (USA) Ltd.Adviser only–Atlas2018

98 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.