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

277 advisors

Unlock all 277
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David W. AbbottVirginia Beach, VAStrategic Advisers LLCAdviser and brokerCFPAtlas2015
2Maria L. AbramsChesapeake, VAStrategic Advisers LLCAdviser and broker–Atlas2015
3Samantha D. AdkinsMechanicsville, VAStrategic Advisers LLCAdviser and broker–Atlas2018
4Moatir AhmedGlen Allen, VAStrategic Advisers LLCAdviser and broker–Atlas2007
5Eric J. AhnSterling, VAStrategic Advisers LLCAdviser and broker–Atlas2014
6Mohammed M. AjmeriAlexandria, VAStrategic Advisers LLCAdviser and broker–Atlas2020
7Natnael AlemAlexandria, VAStrategic Advisers LLCAdviser and broker–Atlas2025
8Michel D. AllenLeesburg, VAStrategic Advisers LLCAdviser and broker–Atlas2017
9Joseph AltschulerAshburn, VAStrategic Advisers LLCAdviser and broker–Atlas2018
10Devin AndersenGlen Allen, VAStrategic Advisers LLCAdviser only–Atlas2014

267 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.