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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. 3,651 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3,651 advisors

Unlock all 3,651
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Yuri AbashkinLand O Lakes, FLPfs Investments Inc.Adviser and broker–Atlas2023
2Jerry W. AbbittPhoenix, AZPfs Investments Inc.Adviser and broker–Atlas2011
3John M. AbbottCenterville, OHPfs Investments Inc.Adviser and broker–Atlas2011
4Samirah Abdul-AlimEdison, NJPfs Investments Inc.Adviser and broker–Atlas2011
5Cynthia AberLisle, ILPfs Investments Inc.Adviser and broker–Atlas2012
6Terry A. AbeytaAlbuquerque, NMPfs Investments Inc.Adviser and broker–Atlas2016
7Denise AbogChicago, ILPfs Investments Inc.Adviser and broker–Atlas2025
8Johnny AbrahamRosedale, NYPfs Investments Inc.Adviser and broker–Atlas2021
9Carlton J. AbramsNew York, NYPfs Investments Inc.Adviser and broker–Atlas2021
10Carlos M. Abreu Jr.Hialeah, FLPfs Investments Inc.Adviser and broker–Atlas2018

3,641 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.