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

784 advisors

Unlock all 784
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nicole K. AbbottCambridge, MAStrategic Advisers LLCAdviser and broker–Atlas2025
2Robert AbbottWestwood, MAStrategic Advisers LLCAdviser and broker–Atlas1997
3Jana L. AbelsBoston, MAStrategic Advisers LLCAdviser and broker–Atlas2008
4Greg A. AbusheeryShrewsbury, MAStrategic Advisers LLCAdviser and broker–Atlas2023
5Kristen AdamsBoston, MAStrategic Advisers LLCAdviser and broker–Atlas2021
6Samantha M. AdamsActon, MAStrategic Advisers LLCAdviser and broker–Atlas2020
7Maxwell R. AlarieMansfield, MAStrategic Advisers LLCAdviser and broker–Atlas2023
8Inas AlawamChestnut Hill, MAStrategic Advisers LLCAdviser and broker–Atlas2019
9Brendan T. AlberryBoston, MAStrategic Advisers LLCAdviser and broker–Atlas2026
10Benjamin AllenBoston, MAStrategic Advisers LLCAdviser only–Atlas2024

774 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.