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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Edward G. AgamovBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2025
2Caleb T. AvantBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2022
3Timothy J. BrowerFleming Island, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2019
4Fernando Henrique Ciocchi De Almeida E MeloBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2022
5Steven ConnBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2020
6David M. CrawfordBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2026
7Brett D. HorneBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2025
8Sean J. MahoneyBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2013
9Armando PadillaBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2026
10Jason SandlerBoca Raton, FLAdvisors Asset Management, Inc.Adviser and broker–Atlas2019

2 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.