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

364 advisors

Unlock all 364
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Isa Abdur-RahmanMelville, NYPark Avenue Securities LLCAdviser and broker–Atlas2026
2M Jonathan J. AdlerRye Brook, NYPark Avenue Securities LLCAdviser and broker–Atlas2017
3Joseph S. AhmedBuffalo, NYPark Avenue Securities LLCAdviser and broker–Atlas2021
4Gregory A. AhrensBuffalo, NYPark Avenue Securities LLCAdviser and brokerCFP, ChFCAtlas2014
5Coletta AlagiaMelville, NYPark Avenue Securities LLCAdviser and broker–Atlas2026
6Nicholas J. AlfinoMelville, NYPark Avenue Securities LLCAdviser and brokerCFPAtlas2016
7David J. AllenJamestown, NYPark Avenue Securities LLCAdviser and broker–Atlas2024
8Amber M. AmidonCicero, NYPark Avenue Securities LLCAdviser and broker–Atlas2015
9James J. AmodeoRoslyn, NYPark Avenue Securities LLCAdviser and broker–Atlas2026
10Christian J. AndreoliPort Jefferson Station, NYPark Avenue Securities LLCAdviser and broker–Atlas2024

354 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.