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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Juan C. BenedetiDade City, FLAusdal Financial Partners, Inc.Adviser and broker–Atlas2007
2Timothy J. BodnerSaint Petersburg, FLAusdal Financial Partners, Inc.Adviser and broker–Atlas2003
3Mark BrownEstero, FLAusdal Financial Partners, Inc. +1 moreAdviser and brokerCFPAtlas1998
4Beverly B. CurmanskiePalmetto Bay, FLAusdal Financial Partners, Inc.Adviser and broker–Atlas1996
5Richard G. GerepkaPalm Beach Gardens, FLAusdal Financial Partners, Inc.Adviser and brokerCFPAtlas1998
6Alan M. KirschenbaumBoca Raton, FLAusdal Financial Partners, Inc.Adviser and brokerCFPAtlas1999
7Matthew P. KondrathBoca Raton, FLAusdal Financial Partners, Inc.Adviser and broker–Atlas2004
8Erica M. SmithNorth Palm Beach, FLAusdal Financial Partners, Inc.Adviser and brokerCFPAtlas2020
9Kim W. SuchyNaples, FLAusdal Financial Partners, Inc.Adviser only–Atlas2006
10Robert W. TothBoca Raton, FLAusdal Financial Partners, Inc.Adviser and broker–Atlas1997

1 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.