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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jose A. Colberg IturreguiGuaynabo, PRFsam LLCAdviser and broker–Atlas2020
2Luis Currais LopezGuaynabo, PRFsam LLCAdviser and broker–Atlas2010
3Norma A. Delgado VicencioGuaynabo, PRFsam LLCAdviser and broker–Atlas2019
4Raul J. Escudero VilletaGuaynabo, PRFsam LLCAdviser and broker–Atlas2011
5Manuel A. Gonzalez HindsGuaynabo, PRFsam LLCAdviser and broker–Atlas2010
6William H. HawkAlpharetta, GAFsam LLCAdviser and broker–Atlas2009
7Edward S. HebditchAlpharetta, GAFsam LLC +1 moreAdviser only–Atlas1999
8Hector A. MartinezGuaynabo, PRFsam LLCAdviser and broker–Atlas2015
9Rafael A. Pagan MarxuachGuaynabo, PRFsam LLCAdviser and broker–Atlas2017
10German RamirezdearellanoGuaynabo, PRFsam LLCAdviser and broker–Atlas2015

3 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.