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

781 advisors

Unlock all 781
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joseph R. AbbruzziMount Laurel, NJLPL Financial LLCAdviser and broker–Atlas2002
2Said AbouomarHolmdel, NJLPL Financial LLCAdviser and brokerCFPAtlas2009
3Thomas H. Acerra Jr.Fair Haven, NJLPL Financial LLCAdviser and broker–Atlas2018
4Mark T. AdamsEgg Harbor Township, NJLPL Financial LLCAdviser and broker–Atlas2004
5Nicole M. Adler-FrigolettoRed Bank, NJLPL Financial LLCAdviser onlyCFPAtlas2006
6Dov J. AloofEast Windsor, NJLPL Financial LLCAdviser and broker–Atlas2026
7Jerald L. AloofEast Windsor, NJLPL Financial LLCAdviser and broker–Atlas2002
8David M. AlshaySomers Point, NJLPL Financial LLCAdviser and brokerCFPAtlas2007
9Ashley A. AltmanIselin, NJLPL Financial LLCAdviser and broker–Atlas2013
10Nancy J. AmalfitanoMahwah, NJLPL Financial LLCAdviser and broker–Atlas2002

771 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.