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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Peter S. AloisiWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser onlyCFAAtlas2022
2Michael S. CalkinWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser only–Atlas2008
3Christopher J. CocozzaWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser only–Atlas2007
4Jonathan L. FitzgeraldWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser onlyPFSAtlas2025
5Lawrence A. HilzenrathWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser only–Atlas2011
6Milos JanicicWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser only–Atlas2022
7Matthew C. KingWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser onlyCFPAtlas2025
8Takuya KisakaWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser only–Atlas2005
9Eduardo A. Villa OspinaWest Palm Beach, FLA&M Private Wealth Partners, LLCAdviser onlyCFAAtlas2008

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.