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

654 advisors

Unlock all 654
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Stephen S. AbercrombieConcord, NCStrategic Advisers LLCAdviser and broker–Atlas2019
2Obyda AbushaibWendell, NCStrategic Advisers LLCAdviser and broker–Atlas2018
3Torrell AcklesWhitsett, NCStrategic Advisers LLCAdviser and broker–Atlas2024
4Kwabena AdaborRaleigh, NCStrategic Advisers LLCAdviser and broker–Atlas2023
5Jeffrey T. AdamsApex, NCStrategic Advisers LLCAdviser only–Atlas2010
6Samater I. AhmedDurham, NCStrategic Advisers LLCAdviser and broker–Atlas2022
7Suneed R. AhmedRaleigh, NCStrategic Advisers LLCAdviser and broker–Atlas2023
8John AkeroydWaxhaw, NCStrategic Advisers LLCAdviser and broker–Atlas2014
9Leith AliDurham, NCStrategic Advisers LLCAdviser and brokerCFPAtlas2024
10Johnathan W. AlkireCharlotte, NCStrategic Advisers LLCAdviser and broker–Atlas2008

644 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.