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Est. 2026The front page of wealth managementNew York

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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Russell S. BakerHarrison, NYNext Level Private LLCAdviser only–Atlas2022
2Joseph BlaneyHarrison, NYNext Level Private LLCAdviser only–Atlas2024
3Thomas G. ElliottHarrison, NYNext Level Private LLCAdviser only–Atlas2025
4Matthew J. GillerHarrison, NYNext Level Private LLCAdviser only–Atlas2021
5Simon M. HudsonHarrison, NYNext Level Private LLCAdviser only–Atlas2025
6Philip A. JohansonHarrison, NYNext Level Private LLCAdviser only–Atlas2013
7John M. Kenney Jr.Harrison, NYNext Level Private LLCAdviser only–Atlas2024
8Barry P. Mitchell Jr.Harrison, NYNext Level Private LLCAdviser only–Atlas2003
9Gary J. Raniolo IIHarrison, NYNext Level Private LLCAdviser only–Atlas2013
10Jean T. RiordanHarrison, NYNext Level Private LLCAdviser onlyCFPAtlas2006

3 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.