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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. 2,763 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

2,763 advisors

Unlock all 2,763
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Richard A. Abaunza HernandezNew York, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2022
2Grinald AbaziStaten Island, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
3Oreste A. Abbamonte Jr.East Meadow, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2006
4Daniel AbboudiNew York, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
5Charbel Abi-HassounNew York, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2019
6Kaylee L. AbitzOceanside, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
7Jasmine C. AbouziedNew York, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
8Binu AbrahamOrangeburg, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
9Daniela Abrantes CardosodealmeidaNew York, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
10Ariel D. AbreuBronx, NYJ.P. Morgan Securities LLCAdviser and broker–Atlas2017

2,753 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.