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

122 advisors

Unlock all 122
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John J. AlessiEast Milton, MACitizens Securities, Inc.Adviser and broker–Atlas2006
2Reina AlvarezWestwood, MACitizens Securities, Inc.Adviser and broker–Atlas2018
3Angelica F. AndreottiBoston, MACitizens Securities, Inc.Adviser and broker–Atlas2017
4Luis A. AriasDanvers, MACitizens Securities, Inc.Adviser and broker–Atlas2025
5Andrew J. BakerWestwood, MACitizens Securities, Inc.Adviser and broker–Atlas2012
6Lori L. BatemanWestwood, MACitizens Securities, Inc.Adviser and broker–Atlas2024
7Greg R. BeacomWoburn, MACitizens Securities, Inc.Adviser and broker–Atlas2017
8Rebecca L. BearWestwood, MACitizens Securities, Inc.Adviser and broker–Atlas2017
9Eric R. BelskyStoughton, MACitizens Securities, Inc.Adviser and broker–Atlas2008
10Danny M. BenedettiWoburn, MACitizens Securities, Inc.Adviser and broker–Atlas2015

112 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.