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FinancialADVSR

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

318 advisors

Unlock all 318
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Maria Abou NassarPlaya Del Ray, CAMML Investors Services, LLCAdviser and broker–Atlas2024
2Antonio AccardoPleasanton, CAMML Investors Services, LLCAdviser and broker–Atlas2016
3Luke D. AchayNewport Beach, CAMML Investors Services, LLCAdviser and brokerCFPAtlas2007
4Raymond K. Adair Jr.Pleasant Hill, CAMML Investors Services, LLCAdviser and broker–Atlas2011
5Kathleen A. Adams-BrostermanEl Segundo, CAMML Investors Services, LLCAdviser and broker–Atlas1999
6Yonatan AkivaLos Angeles, CAMML Investors Services, LLCAdviser and broker–Atlas2026
7Arthur A. AkopyanLos Angeles, CAMML Investors Services, LLCAdviser and broker–Atlas2023
8Juan C. Alfaro CamposLos Angeles, CAMML Investors Services, LLCAdviser and broker–Atlas2023
9Shan J. AllenSacramento, CAMML Investors Services, LLCAdviser and broker–Atlas2026
10Peter F. AlliegroHermosa Beach, CAMML Investors Services, LLCAdviser and brokerCFAAtlas2018

308 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.