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Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 1,038 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,038 advisors

Unlock all 1,038
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Scott F. AdairOverland Park, KSCreative PlanningAdviser onlyCFPAtlas2012
2Cord A. AdamsIrving, TXCreative 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
7Samir AhmedRiverview, FLCreative PlanningAdviser onlyCFP, ChFCAtlas2015
8Dylan A. AldrichOverland Park, KSCreative PlanningAdviser only–Atlas2011
9Vincent A. AllegraOak Brook, ILCreative PlanningAdviser only–Atlas2003
10Alexander S. AllenOverland Park, KSCreative PlanningAdviser only–Atlas2019

1,028 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.