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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bob B. AmoakoVienna, VARembert Pendleton JacksonAdviser only–Atlas2023
2Jeffrey A. CanavanVienna, VARembert Pendleton JacksonAdviser onlyCFAAtlas2025
3Elizabeth S. CloughVienna, VARembert Pendleton JacksonAdviser onlyCFPAtlas2007
4Elizabeth F. Drew VerdiVienna, VARembert Pendleton JacksonAdviser onlyCFPAtlas2003
5Leslie D. IrbyVienna, VARembert Pendleton JacksonAdviser onlyCFPAtlas2002
6Daniel E. JacksonVienna, VARembert Pendleton JacksonAdviser onlyCFPAtlas2017
7Dwayne A. JacksonVienna, VARembert Pendleton JacksonAdviser only–Atlas2002
8Daniel J. LarrabeeVienna, VARembert Pendleton JacksonAdviser onlyCFPAtlas2021
9Nicole M. MongeonVienna, VARembert Pendleton JacksonAdviser onlyCFPAtlas2011
10Tyler T. MorrisVienna, VARembert Pendleton JacksonAdviser only–Atlas2025

6 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.