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

62 advisors

Unlock all 62
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Luke AdamsPhiladelphia, PAFlorida Financial Advisors, LLCAdviser only–Atlas2026
2Won AndrePhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
3Evan AnthonyPhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2024
4Mazen AshrafPhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2024
5Samuel A. BarlettaPhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2022
6Derek P. BoernerPhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
7Lauren BonePhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2024
8Sarah E. BonneyPhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
9Justin BoornazianPhiladelphia, PAFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
10Benjamin BrasonPhiladelphia, PAFlorida Financial Advisors, LLCAdviser only–Atlas2022

52 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.