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

51 advisors

Unlock all 51
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Barbara J. BauerMount Laurel, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2002
2Nazma BegumBerkeley Heights, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2017
3Michael J. BokachBerkeley Heights, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2018
4Mark A. BondiBerkeley Heights, NJValic Financial Advisors, Inc.Adviser and brokerCFPAtlas2010
5Craig A. BoyerMount Laurel, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2019
6David T. CassinBerkeley Heights, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2019
7Gelber CastilloBerkeley Heights, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2022
8Jason E. CottonBerkeley Heights, NJValic Financial Advisors, Inc.Adviser and brokerCFPAtlas2017
9Maria DeysherMount Laurel, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2007
10Daniel DrabkinMount Laurel, NJValic Financial Advisors, Inc.Adviser and broker–Atlas2003

41 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.