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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. 398,301Registered 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. 289 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

289 advisors

Unlock all 289
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Matthew J. AbarMiami Lakes, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2022
2Samuel E. Acevedo SuarezSaint Augustine, FLFlorida Financial Advisors, LLCAdviser only–Atlas2026
3Sarthak AggarwalMiami Lakes, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2026
4Mauricio Aguiar NetoMiami Lakes, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2024
5Eric AlemanJacksonville, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
6Muhammad A. AliTampa, FLFlorida Financial Advisors, LLCAdviser only–Atlas2026
7Christopher J. AllegrettiTampa, FLFlorida Financial Advisors, LLCAdviser only–Atlas2026
8David H. AllenTampa, FLFlorida Financial Advisors, LLCAdviser only–Atlas2008
9Jacob ArgoncilloTampa, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2024
10William T. ArmstrongFort Lauderdale, FLFlorida Financial Advisors, LLCAdviser only–Atlas2026

279 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.