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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jack A. AblinWest Palm Beach, FLCresset Asset Management, LLCAdviser onlyCFAAtlas2018
2Evan L. BlakeBoca Raton, FLCresset Asset Management, LLCAdviser onlyCFAAtlas2018
3Michael A. BoberBoca Raton, FLCresset Asset Management, LLCAdviser onlyCFPAtlas1992
4Michael J. BrunoWest Palm Beach, FLCresset Asset Management, LLCAdviser onlyCFAAtlas2016
5Robert B. Dunkin IIWest Palm Beach, FLCresset Asset Management, LLCAdviser only–Atlas2010
6Andrea G. ItemBoca Raton, FLCresset Asset Management, LLCAdviser only–Atlas2009
7John M. KlopfensteinWest Palm Beach, FLCresset Asset Management, LLCAdviser onlyCFAAtlas2022
8David J. LegusNaples, FLCresset Asset Management, LLCAdviser only–Atlas2009
9Michael S. MacdonaldBoca Raton, FLCresset Asset Management, LLCAdviser onlyCFPAtlas1993
10William S. MarinoBoca Raton, FLCresset Asset Management, LLCAdviser onlyCFPAtlas2016

7 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.