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

558 advisors

Unlock all 558
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andrew AbbattistaWhite Plains, NYStrategic Advisers LLCAdviser and broker–Atlas2021
2Hosien AbdelrahmanGarden City, NYStrategic Advisers LLCAdviser and broker–Atlas2023
3Mahmoud AbdelrahmanOakland Gardens, NYStrategic Advisers LLCAdviser and brokerCFPAtlas2023
4Salisha AbrahamNew York, NYStrategic Advisers LLCAdviser and broker–Atlas2019
5Rodobaldo AcostaLake Grove, NYStrategic Advisers LLCAdviser and broker–Atlas2021
6Nicole AdamLocust Valley, NYStrategic Advisers LLCAdviser and broker–Atlas2023
7Istiak A. AdilWoodside, NYStrategic Advisers LLCAdviser and broker–Atlas2024
8Muhammad F. AhmedAstoria, NYStrategic Advisers LLCAdviser and broker–Atlas2025
9Tanmeeka AhujaNew York, NYStrategic Advisers LLCAdviser and broker–Atlas2023
10James M. Alario Jr.Staten Island, NYStrategic Advisers LLCAdviser and broker–Atlas2014

548 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.