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

29 advisors

Unlock all 29
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Logan L. AiuLas Vegas, NVFlorida Financial Advisors, LLCAdviser only–Atlas2026
2Ioann A. AvetissianLas Vegas, NVFlorida Financial Advisors, LLCAdviser only–Atlas2026
3Jalen T. BooneLas Vegas, NVFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
4Brian D. CarlsonLas Vegas, NVFlorida Financial Advisors, LLCAdviser only–Atlas2025
5Sophia R. CienfuegosLas Vegas, NVFlorida Financial Advisors, LLCAdviser and broker–Atlas2026
6Logan T. CockrillLas Vegas, NVFlorida Financial Advisors, LLCAdviser only–Atlas2026
7Allan C. DiosdadoLas Vegas, NVFlorida Financial Advisors, LLCAdviser only–Atlas2026
8Kathryn GagolinLas Vegas, NVFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
9Vincenzo G. HelfrichLas Vegas, NVFlorida Financial Advisors, LLCAdviser only–Atlas2026
10Samuel E. HembreeLas Vegas, NVFlorida Financial Advisors, LLCAdviser only–Atlas2026

19 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.