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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. 56,898 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

56,898 advisors

Unlock all 56,898
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Gregory S. AagaardNaperville, ILRai WealthAdviser onlyCFPAtlas2005
2Brian N. AamlidSioux Falls, SDCwm, LLCAdviser onlyCFPAtlas2018
3Robert P. AamodtPlymouth, MNWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas1998
4Rebecca A. AardalCentennial, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2008
5Cole E. AaronsonNew York, NYA.G.P. / Alliance Global PartnersAdviser and brokerCFPAtlas2018
6Conrad M. AarsethGranite Bay, CADynamic Wealth Strategies, LLCAdviser onlyCFPAtlas2007
7Troy A. AarthunBedford, NHRise Private Wealth ManagementAdviser onlyCFPAtlas2007
8Victoria R. AbaevConshohocken, PAWealthfdAdviser onlyCFPAtlas2026
9Jason I. AbarLone Tree, COSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2005
10Norma A. AbarcaLos Angeles, CAJsf Financial, LLCAdviser and brokerCFPAtlas2017

56,888 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.