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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. 398,212Registered 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. 38 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

38 advisors

Unlock all 38
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John C. AbusaidLong Beach, CAHalbert HargroveAdviser only–Atlas2006
2James T. AhnLong Beach, CAHalbert HargroveAdviser onlyCFPAtlas2008
3Zachary J. AllowayLong Beach, CAHalbert HargroveAdviser only–Atlas2026
4Timothy J. AndersonLong Beach, CAHalbert HargroveAdviser onlyPFSAtlas2004
5Stephen BedikianLong Beach, CAHalbert HargroveAdviser only–Atlas2025
6Vincent R. BirardiLong Beach, CAHalbert HargroveAdviser onlyCFPAtlas2018
7Ethan G. CampbellLong Beach, CAHalbert HargroveAdviser onlyCFPAtlas2023
8Jake A. CastilloLong Beach, CAHalbert HargroveAdviser onlyCFPAtlas2023
9Julianne C. CopelandLong Beach, CAHalbert HargroveAdviser only–Atlas2025
10Craig T. CrossLong Beach, CAHalbert HargroveAdviser only–Atlas1989

28 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.