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

204 advisors

Unlock all 204
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Danielle E. AlbertNew York, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2022
2Adam S. AltwergerNew York, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2021
3Erica M. AnastosNew York, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2008
4Donna E. AndersenNew York, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2009
5Kelly AndersonSaratoga Springs, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2006
6Ryan D. ArredondoNew York, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2014
7Grace G. AslanianNew York, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2021
8Paul AtalaNew York, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2010
9Ashley M. AveryWilliamsville, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2022
10Jeffrey P. BakerAmherst, NYRaymond James & Associates, Inc.Adviser and broker–Atlas2019

194 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.