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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. 1,185 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,185 advisors

Unlock all 1,185
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Sofia V. Abreu BracaMiami, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2022
2Gizo AbuladzeLargo, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2020
3Jose A. Acebras AlvaMiami, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
4Nuviana AcostaMiami, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
5Juan J. Acosta VareaMiami, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
6Alexander P. AdamsMiami, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2021
7Benjamin D. AdamsTampa, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2017
8Jonathan D. AdamsSaint Augustine, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2010
9William AdamsFt. Lauderdale, FLJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
10Juliana AdarveMiami, FLJ.P. Morgan Securities LLCAdviser and brokerCFAAtlas2014

1,175 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.