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

416 advisors

Unlock all 416
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John AbreuChicago, ILStrategic Advisers LLCAdviser and broker–Atlas2011
2Luis J. Albarran IsidoroSchaumburg, ILStrategic Advisers LLCAdviser and broker–Atlas2026
3Alfonso Alejandre JrChicago, ILStrategic Advisers LLCAdviser and broker–Atlas2002
4Erica AlldredgePark Ridge, ILStrategic Advisers LLCAdviser and broker–Atlas2011
5Nicholas J. AlvaradoOak Brook, ILStrategic Advisers LLCAdviser and broker–Atlas2014
6Hayde AntonioNaperville, ILStrategic Advisers LLCAdviser and broker–Atlas2020
7Christian ApostolovSchaumburg, ILStrategic Advisers LLCAdviser and broker–Atlas2025
8Vincent ArmandChicago, ILStrategic Advisers LLCAdviser and broker–Atlas2003
9Erin ArnoldSycamore, ILStrategic Advisers LLCAdviser and broker–Atlas2020
10Eva Maria AtanassovaWest Dundee, ILStrategic Advisers LLCAdviser and broker–Atlas2023

406 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.