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

202 advisors

Unlock all 202
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael A. AdamsAtlanta, GAStrategic Advisers LLCAdviser and broker–Atlas2021
2Christopher G. AndersonAlpharetta, GAStrategic Advisers LLCAdviser and broker–Atlas2025
3Juan C. ArangoDunwoody, GAStrategic Advisers LLCAdviser and broker–Atlas2015
4Tyler AskeyLawrenceville, GAStrategic Advisers LLCAdviser and broker–Atlas2019
5Andrew AtkinsAtlanta, GAStrategic Advisers LLCAdviser and brokerCFPAtlas2008
6Christopher AutryDunwoody, GAStrategic Advisers LLCAdviser and broker–Atlas2006
7Ashley AveryAthens, GAStrategic Advisers LLCAdviser and broker–Atlas2023
8Alysia BakerNorcross, GAStrategic Advisers LLCAdviser and brokerCFPAtlas2011
9Melissa BankesAtlanta, GAStrategic Advisers LLCAdviser and broker–Atlas2016
10Brandis BarnesSandy Springs, GAStrategic Advisers LLCAdviser and broker–Atlas2021

192 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.