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

294 advisors

Unlock all 294
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jeffrey J. AbramsLanghorne, PAStrategic Advisers LLCAdviser and broker–Atlas2006
2Olivia AckermanCenter Valley, PAStrategic Advisers LLCAdviser and broker–Atlas2024
3Luke AdamsPittsburgh, PAStrategic Advisers LLCAdviser and broker–Atlas2020
4Kyle AlbaharyDoylestown, PAStrategic Advisers LLCAdviser and broker–Atlas2022
5Nicole AndreCenter Valley, PAStrategic Advisers LLCAdviser and broker–Atlas2017
6John J. AngusPittsburgh, PAStrategic Advisers LLCAdviser and broker–Atlas2020
7Nicholas AnnicchiaricoBensalem, PAStrategic Advisers LLCAdviser and broker–Atlas2020
8Minh V. AuLancaster, PAStrategic Advisers LLCAdviser and broker–Atlas2021
9Lauren AustinDoylestown, PAStrategic Advisers LLCAdviser and brokerCFPAtlas2013
10Jeffery Balistreri-BrennerWarrington, PAStrategic Advisers LLCAdviser and broker–Atlas2021

284 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.