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

20 advisors

Unlock all 20
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Franco G. AgapitoNew York, NYWilliams Jones Wealth Management, LLCAdviser onlyCFAAtlas2008
2Evan M. BinderNew York, NYWilliams Jones Wealth Management, LLCAdviser onlyCFPAtlas2019
3John B. CummingsNew York, NYWilliams Jones Wealth Management, LLCAdviser only–Atlas2025
4John J. EagerNew York, NYWilliams Jones Wealth Management, LLCAdviser only–Atlas2021
5Kyle J. EagerNew York, NYWilliams Jones Wealth Management, LLCAdviser only–Atlas2017
6Joseph B. GhioNew York, NYWilliams Jones Wealth Management, LLCAdviser only–Atlas2015
7David E. GoldbergerNew York, NYWilliams Jones Wealth Management, LLCAdviser onlyCFPAtlas2017
8Sidney F. GoudieNew York, NYWilliams Jones Wealth Management, LLCAdviser onlyCFAAtlas2021
9William P. Jones, Jr. Jr.New York, NYWilliams Jones Wealth Management, LLCAdviser only–Atlas2003
10J. D. Kelly Jr.New York, NYWilliams Jones Wealth Management, LLCAdviser only–Atlas2021

10 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.