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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 19 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

19 advisors

Unlock all 19
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Dhimitri AgolliHighland Park, ILInsight Securities, Inc.Adviser only–Atlas2020
2Luis E. AtristainHighland Park, ILInsight Securities, Inc.Adviser and broker–Atlas2021
3Erika M. BadilloMiami, FLInsight Securities, Inc.Adviser and broker–Atlas2008
4Marilyn D. CarterSpirit Lake, IAInsight Securities, Inc.Adviser and broker–Atlas2016
5Myrna E. ChaviraHighland Park, ILInsight Securities, Inc. +1 moreAdviser and broker–Atlas2005
6Nilda M. De BoyrieFort Mill, SCInsight Securities, Inc.Adviser and broker–Atlas2000
7Diego De La LamaHighland Park, ILInsight Securities, Inc.Adviser and broker–Atlas2009
8Jaime Domenech MaciasCoral Gables, FLInsight Securities, Inc. +1 moreAdviser and broker–Atlas2010
9Omar J. GaafarHighland Park, ILInsight Securities, Inc.Adviser and broker–Atlas2005
10Frank Garcia IIIEl Paso, TXInsight Securities, Inc.Adviser and broker–Atlas2004

9 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.