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

105 advisors

Unlock all 105
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Daniel M. AngelilloWindsor, CTVoya Retirement Advisors, LLCAdviser and broker–Atlas2015
2Valerie BakerThe Woodlands, TXVoya Retirement Advisors, LLCAdviser and broker–Atlas2007
3Stanley H. BarkerBrookfield, WIVoya Retirement Advisors, LLCAdviser and broker–Atlas2004
4Briana D. BatemanLees Summit, MOVoya Retirement Advisors, LLCAdviser and broker–Atlas2017
5Colleen B. BeaumontFerndale, MIVoya Retirement Advisors, LLCAdviser and broker–Atlas2009
6Dauna R. BohlkenRedlands, CAVoya Retirement Advisors, LLC +1 moreAdviser and broker–Atlas2022
7Todd D. BowerWindsor, CTVoya Retirement Advisors, LLCAdviser and broker–Atlas2018
8Michael J. BronsonGrand Rapids, MIVoya Retirement Advisors, LLCAdviser and broker–Atlas2017
9Andrew H. BrookshireWindsor, CTVoya Retirement Advisors, LLCAdviser and broker–Atlas1997
10Dylan BruceTwin Falls, IDVoya Retirement Advisors, LLCAdviser and broker–Atlas2025

95 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.