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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 6 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

6 advisors

Unlock all 6
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Rodney W. AmiconePalm Harbor, FLIp Financial Advisory Services LLCAdviser and broker–Atlas2008
2Aaron A. BermanMiami, FLIp Financial Advisory Services LLCAdviser and broker–Atlas2008
3Michael J. GrantPanama City, FL22 Seven Wealth Management Inc. +1 moreAdviser and brokerChFCAtlas2008
4Charles E. HowellHollywood, FLIp Financial Advisory Services LLCAdviser and brokerCFPAtlas2004
5Earl C. McCraryDaytona Beach, FLIp Financial Advisory Services LLCAdviser and broker–Atlas1997
6Edgar Ochoa BenitezZephyrhills, FLIp Financial Advisory Services LLC +1 moreAdviser only–Atlas2024

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.