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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. 398,323Registered advisersEvery investment adviser representative
  2. 304,914Dually registered77% are also broker reps
  3. 93,409Adviser onlyNot registered with a broker-dealer
  4. 25,637FirmsWhere they're registered
  5. 56,898CFPs11,004 CFAs, 12,692 ChFCs

From the SEC’s compilation report of October 25, 2026, refreshed every morning. +22 since the file before. 1 firm join and 27 departures in the latest file. 1,410 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,410 advisors

Unlock all 1,410
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Richard AbarcaCampbell, CAStrategic Advisers LLCAdviser and broker–Atlas2017
2Talal AbdoAnaheim Hills, CAStrategic Advisers LLCAdviser and broker–Atlas2010
3Mazen AbifakerSan Diego, CAStrategic Advisers LLCAdviser and broker–Atlas2013
4Lucas AdamSanta Barbara, CAStrategic Advisers LLCAdviser and broker–Atlas2025
5Jason AdamsMonterey, CAStrategic Advisers LLCAdviser and broker–Atlas2024
6Matthew AdlardRancho Mission Viejo, CAStrategic Advisers LLCAdviser and broker–Atlas2017
7Killian AdwellSan Francisco, CAStrategic Advisers LLCAdviser and broker–Atlas2025
8Jean Baptiste AfflackRancho Cucamonga, CAStrategic Advisers LLCAdviser and broker–Atlas2018
9Kanak AgarwalFremont, CAStrategic Advisers LLCAdviser and broker–Atlas2017
10Puja AggarwalSan Ramon, CAStrategic Advisers LLCAdviser and broker–Atlas2015

1,400 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.