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

33 advisors

Unlock all 33
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nicholas J. AdornettoCherry Hill, NJBcg Securities, Inc.Adviser and brokerCFPAtlas2011
2Donald P. AntonacioCherry Hill, NJBcg Securities, Inc.Adviser and broker–Atlas2001
3Donald J. AntonacioCherry Hill, NJBcg Securities, Inc.Adviser and broker–Atlas2024
4Christopher BaumannCherry Hill, NJBcg Securities, Inc.Adviser and broker–Atlas2020
5Hal V. CapraraCherry Hill, NJBcg Securities, Inc.Adviser and broker–Atlas2007
6Ho-Tae ChangCherry Hill, NJBcg Securities, Inc.Adviser and brokerCFPAtlas2001
7Jeffrey GarlattiCherry Hill, NJBcg Securities, Inc. +1 moreAdviser and broker–Atlas2009
8Benjamin C. JacksonCherry Hill, NJBcg Securities, Inc. +1 moreAdviser and brokerCFPAtlas2017
9D. G. (Chip) Kensinger Jr.Cherry Hill, NJBcg Securities, Inc.Adviser and brokerCFPAtlas1999
10Justin N. KensingerCherry Hill, NJBcg Securities, Inc.Adviser and broker–Atlas2008

23 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.