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FinancialADVSR

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

656 advisors

Unlock all 656
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Scott F. AdairOverland Park, KSCreative PlanningAdviser onlyCFPAtlas2012
2Cord A. AdamsOverland Park, KSCreative PlanningAdviser only–Atlas2004
3Gabriel S. AdamsOverland Park, KSCreative PlanningAdviser onlyCFPAtlas2015
4Ryan C. AdamsOverland Park, KSCreative PlanningAdviser only–Atlas2021
5Ronald R. Adkison Jr.Overland Park, KSCreative PlanningAdviser onlyCFPAtlas2014
6John A. AgudeloOverland Park, KSCreative PlanningAdviser only–Atlas2021
7Dylan A. AldrichOverland Park, KSCreative PlanningAdviser only–Atlas2011
8Alexander S. AllenOverland Park, KSCreative PlanningAdviser only–Atlas2019
9Kendall Z. AllenderOverland Park, KSCreative PlanningAdviser onlyCFPAtlas2024
10Alex K. AndersenOverland Park, KSCreative PlanningAdviser only–Atlas2025

646 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.