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

181 advisors

Unlock all 181
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alexander F. AbramoBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2025
2Daniel AgborBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2025
3Joshua W. AlpertBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2026
4Brett A. ArgallBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2021
5Macisaac J. ArmstrongBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2025
6Christina BaconBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2026
7Andrew J. BartonBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2026
8Andrea BatesMedford, MAVoya Financial Advisors, Inc.Adviser and brokerCFPAtlas2015
9Joshua BatistaBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2025
10Alexandra F. BauerBoston, MAVoya Financial Advisors, Inc.Adviser and broker–Atlas2026

171 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.