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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. 398,301Registered 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. 858 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

858 advisors

Unlock all 858
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bailey A. AbnerCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2026
2Ted J. Abner Jr.Covington, KYStrategic Advisers LLCAdviser and broker–Atlas2016
3Max AgabonCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2017
4Sara AhlrichsCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2025
5James R. AlbersCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2007
6Claire E. AllenCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2024
7Kazeem J. AlliCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2015
8Jennifer AllowayCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2020
9Adam M. AndersonFlorence, KYStrategic Advisers LLCAdviser and broker–Atlas2020
10Rachel M. AndersonCovington, KYStrategic Advisers LLCAdviser and broker–Atlas2022

848 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.