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

32 advisors

Unlock all 32
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Justin BalasCarmel By The Sea, CAThepartners Wealth Management +1 moreAdviser only–Atlas2022
2Randall C. BarnesCarmel By The Sea, CAThepartners Wealth ManagementAdviser only–Atlas2007
3Lynn M. BiancoPittsford, NYThepartners Wealth ManagementAdviser and broker–Atlas2007
4Jaden R. BookserSinking Spring, PAThepartners Wealth ManagementAdviser only–Atlas2025
5Kyle J. BradyPonte Vedra Beach, FLThepartners Wealth ManagementAdviser only–Atlas2023
6Matthew J. BradyCarmel By The Sea, CAThepartners Wealth ManagementAdviser and broker–Atlas1992
7Tyler N. BroekMiami, FLThepartners Wealth ManagementAdviser only–Atlas2014
8Bruce J. BryceThatcher, AZThepartners Wealth ManagementAdviser only–Atlas2009
9Craig A. ConnollyCarmel By The Sea, CAThepartners Wealth ManagementAdviser only–Atlas2021
10Bart P. CutinoCarmel By The Sea, CAThepartners Wealth ManagementAdviser only–Atlas2008

22 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.