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

174 advisors

Unlock all 174
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Marshall E. AmesSt. Petersburg, FLRBC Capital Markets, LLCAdviser and broker–Atlas1993
2Russ AmesSt. Petersburg, FLRBC Capital Markets, LLCAdviser and broker–Atlas2026
3Brian AmsterBoca Raton, FLRBC Capital Markets, LLCAdviser and brokerCFPAtlas2003
4Conrado A. Asencio AsencioSt Petersburg, FLRBC Capital Markets, LLCAdviser and broker–Atlas2025
5Bita AsgariMiami, FLRBC Capital Markets, LLCAdviser and broker–Atlas2022
6Dean A. BahniukMiami, FLRBC Capital Markets, LLCAdviser and broker–Atlas2001
7Lauren BelliniBoca Raton, FLRBC Capital Markets, LLCAdviser and broker–Atlas2015
8Eric C. BensonPalm Beach Gardens, FLRBC Capital Markets, LLCAdviser and broker–Atlas2020
9Nuri BenturkBoca Raton, FLRBC Capital Markets, LLCAdviser and broker–Atlas2015
10Jonathan T. BlackSarasota, FLRBC Capital Markets, LLCAdviser and broker–Atlas2012

164 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.