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

601 advisors

Unlock all 601
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Douglas AberMelville, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2009
2Eric AbneyMelville, NYAmeriprise Financial Services, LLCAdviser and brokerCFPAtlas2012
3Peter B. AbramiJericho, NYAmeriprise Financial Services, LLCAdviser and brokerCFPAtlas2021
4Jonathan B. AbramsRockville Center, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2002
5Ryan AckerhaltNew York, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2006
6Joseph P. AcquavellaNew York, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2003
7Chad AkselradHauppauge, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2017
8Xavier A. AllenSyosset, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2007
9Anthony N. AloisioMelville, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2026
10Gregory W. AloisioMelville, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2021

591 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.