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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. 4,724 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4,724 advisors

Unlock all 4,724
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Patricia A. AaronsMinneapolis, MNMML Investors Services, LLCAdviser and broker–Atlas2022
2Mason B. AbateNewtown Square, PAMML Investors Services, LLCAdviser and broker–Atlas2021
3Ryan AbatemarcoNew York, NYMML Investors Services, LLCAdviser and broker–Atlas2025
4Stephen AbbottHauppauge, NYMML Investors Services, LLCAdviser and brokerChFCAtlas2008
5Amer Abdel-HackShelton, CTMML Investors Services, LLCAdviser and broker–Atlas2026
6James N. AbelsIndianapolis, INMML Investors Services, LLCAdviser and broker–Atlas2010
7Denise M. Abi-FadelCoral Gables, FLMML Investors Services, LLCAdviser and brokerCFPAtlas2001
8Maria Abou NassarLos Angeles, CAMML Investors Services, LLCAdviser and broker–Atlas2024
9Edwin A. AbramsHunt Valley, MDMML Investors Services, LLCAdviser and broker–Atlas2000
10Keith B. AbroshNew York, NYMML Investors Services, LLCAdviser and brokerCFP, ChFCAtlas2016

4,714 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.