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

989 advisors

Unlock all 989
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brandon AdamsFort Collins, COStrategic Advisers LLCAdviser and broker–Atlas2023
2Dylan AdamsDenver, COStrategic Advisers LLCAdviser and broker–Atlas2023
3Natasha J. AdlerCentennial, COStrategic Advisers LLCAdviser and broker–Atlas2018
4William AgopianGreenwood Village, COStrategic Advisers LLCAdviser and broker–Atlas2024
5Stephanie N. AgwuGreenwood Village, COStrategic Advisers LLCAdviser and broker–Atlas2022
6Joshua S. AhlersGreenwood Village, COStrategic Advisers LLCAdviser and broker–Atlas2020
7Zachary K. AkauGreenwood Village, COStrategic Advisers LLCAdviser and broker–Atlas2024
8Rie AkersCastle Rock, COStrategic Advisers LLCAdviser and broker–Atlas2019
9Bryan Y. AlbaughDenver, COStrategic Advisers LLCAdviser and broker–Atlas2015
10Lucas AlbertDenver, COStrategic Advisers LLCAdviser and broker–Atlas2021

979 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.