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

36 advisors

AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eddie I. AlbaziFort Washington, PALincoln Investment +1 moreAdviser and broker–Atlas2001
2Gilberto Arias Jr.Lombard, ILLincoln Investment +1 moreAdviser and broker–Atlas2007
3David J. BerendtFort Washington, PALincoln Investment +1 moreAdviser and broker–Atlas2024
4Melin I. GonzalezLombard, ILLincoln Investment +1 moreAdviser and broker–Atlas2018
5Robert W. HammelMokena, ILLincoln InvestmentAdviser and broker–Atlas2008
6Lisa HanleyLombard, ILLincoln InvestmentAdviser and broker–Atlas2026
7Deborah A. HintenLombard, ILLincoln Investment +1 moreAdviser and brokerCFPAtlas2000
8Margherita M. JohnsonOrland Park, ILLincoln Investment +1 moreAdviser and brokerCFPAtlas2005
9Joy M. KaminskiJoliet, ILLincoln InvestmentAdviser and broker–Atlas2020
10Allen T. LayaLombard, ILLincoln Investment +1 moreAdviser and brokerChFCAtlas2001

26 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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.