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

98 advisors

Unlock all 98
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Garth Ahern-HendryxPortland, ORStrategic Advisers LLCAdviser and broker–Atlas2022
2Rachael AlphonsoBeaverton, ORStrategic Advisers LLCAdviser and broker–Atlas2023
3Marios AndreouPortland, ORStrategic Advisers LLCAdviser and broker–Atlas2026
4Michael AnisimovTigard, ORStrategic Advisers LLCAdviser and broker–Atlas2023
5Alexander Armster-WikoffPortland, ORStrategic Advisers LLCAdviser and broker–Atlas2020
6Alisa ArredondoTigard, ORStrategic Advisers LLCAdviser and broker–Atlas2024
7Edmundo Arroyo PascualTigard, ORStrategic Advisers LLCAdviser and broker–Atlas2021
8Mustafa BaghshiFairview, ORStrategic Advisers LLCAdviser and broker–Atlas2021
9Luke BaileyJunction City, ORStrategic Advisers LLCAdviser and broker–Atlas2022
10Jack BaldschunPortland, ORStrategic Advisers LLCAdviser and broker–Atlas2025

88 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.