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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ana AbreuJacksonville, FLGryphon WealthAdviser only–Atlas2026
2Alexander I. BatehJacksonville, FLGryphon WealthAdviser only–Atlas2025
3Shannon CastanedaJacksonville, FLGryphon WealthAdviser only–Atlas2017
4Grant P. GarretsonJacksonville, FLGryphon WealthAdviser only–Atlas2017
5Bhagwati SanganiJacksonville, FLGryphon WealthAdviser only–Atlas2005
6Melissa StorchJacksonville, FLGryphon WealthAdviser only–Atlas2011
7Giosefin TonejJacksonville, FLGryphon WealthAdviser only–Atlas2025
8Shaunak TripathiJacksonville, FLGryphon WealthAdviser only–Atlas2026
9Joyce WalkerJacksonville, FLGryphon WealthAdviser only–Atlas2013
10Alek L. WyattJacksonville, FLGryphon WealthAdviser onlyCFPAtlas2021

1 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.