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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. 1,806 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,806 advisors

Unlock all 1,806
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Sammy A. AbbasFriendswood, TXStrategic Advisers LLCAdviser and broker–Atlas2025
2Khalid R. AbdohArlington, TXStrategic Advisers LLCAdviser and broker–Atlas2019
3Amy K. AbensCypress, TXStrategic Advisers LLCAdviser and brokerCFPAtlas2018
4Brian AblutzAustin, TXStrategic Advisers LLCAdviser and broker–Atlas2003
5Marlon AbrahamFarmersville, TXStrategic Advisers LLCAdviser and broker–Atlas2024
6Yazan Abu-HijlehSouthlake, TXStrategic Advisers LLCAdviser and broker–Atlas2022
7Vanessa AcevedoWestlake, TXStrategic Advisers LLCAdviser and broker–Atlas2024
8Antonio AcostaDallas, TXStrategic Advisers LLCAdviser and broker–Atlas2013
9Layla S. AdamsSouthlake, TXStrategic Advisers LLCAdviser and broker–Atlas2022
10Matthew J. AdamsThe Woodlands, TXStrategic Advisers LLCAdviser and broker–Atlas2024

1,796 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.