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

190 advisors

Unlock all 190
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Erik S. AbrahamOrlando, FLLPL Enterprise, LLCAdviser and broker–Atlas2022
2Todd AbramsBoca Raton, FLLPL Enterprise, LLCAdviser and broker–Atlas2004
3Richard AlfieriBoca Raton, FLLPL Enterprise, LLCAdviser and broker–Atlas2021
4Hilary M. AltermanTampa, FLLPL Enterprise, LLCAdviser and broker–Atlas2022
5Russell M. AndersonWest Palm Beach, FLLPL Enterprise, LLCAdviser and brokerCFPAtlas1993
6Michael T. AnsenbergerSarasota, FLLPL Enterprise, LLCAdviser and broker–Atlas2006
7Evan AnstedSt. Petersburg, FLLPL Enterprise, LLCAdviser and broker–Atlas2025
8Michael A. BaileySt. Petersburg, FLLPL Enterprise, LLCAdviser and broker–Atlas1988
9Thomas J. Barbaccia IIIWest Palm Beach, FLLPL Enterprise, LLCAdviser and broker–Atlas2002
10Phillip J. BatchelderJacksonville, FLLPL Enterprise, LLCAdviser and broker–Atlas1988

180 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.