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FinancialADVSR

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. 442,610Registered advisersEvery investment adviser representative
  2. 339,542Dually registered77% are also broker reps
  3. 103,068Adviser onlyNot registered with a broker-dealer
  4. 26,905FirmsWhere they're registered
  5. 64,423CFPs12,235 CFAs, 13,942 ChFCs

From the SEC’s compilation report of October 27, 2026, refreshed every morning. +44,291 since the file before. 75 firm joins and 189 departures in the latest file. 1 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1 advisor

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AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Constante P. Firme IIIHacienda Heights, CATreasure Chest FinancialAdviser only–Atlas2026

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.