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

106 advisors

Unlock all 106
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Laura L. AkinsTampa, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2019
2David M. AllenBoca Raton, FLValic Financial Advisors, Inc.Adviser and brokerCFPAtlas2000
3Trine AndersenTampa, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2006
4Haley E. BalyTampa, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2021
5Anthony BeckerOrlando, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2023
6Kyle C. BlairTampa, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2016
7Jacquelyn BletzackerOrlando, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2003
8Catherine BrashearsBoca Raton, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2020
9Jared BridgewaterBoca Raton, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2026
10Justin CabibiParrish, FLValic Financial Advisors, Inc.Adviser and broker–Atlas2015

96 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.