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

83 advisors

AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael E. AndersonOrlando, FLCommonwealth Financial NetworkAdviser and brokerCFPAtlas2014
2Lindsay H. AsklandJupiter, FLCommonwealth Financial NetworkAdviser and broker–Atlas2008
3Gerald A. BarbalattBoca Raton, FLCommonwealth Financial NetworkAdviser and brokerCFPAtlas2011
4William B. BeckJacksonville, FLCommonwealth Financial NetworkAdviser and broker–Atlas1999
5Jeffrey W. BrudnerBoynton Beach, FLCommonwealth Financial NetworkAdviser and broker–Atlas2001
6Jared D. BurkeSarasota, FLCommonwealth Financial NetworkAdviser only–Atlas2010
7Antonio CannataroMiami, FLCommonwealth Financial NetworkAdviser and broker–Atlas2016
8Stephen C. CefaluJacksonville, FLCommonwealth Financial NetworkAdviser and broker–Atlas2017
9Matthew M. Chiccuarelli IIIFort Pierce, FLCommonwealth Financial NetworkAdviser and brokerChFCAtlas2018
10Michael A. CirinoJacksonville, FLCommonwealth Financial NetworkAdviser and brokerChFCAtlas1998

73 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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.