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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. 9,243 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9,243 advisors

Unlock all 9,243
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John D. AaronWalnut Creek, CACetera Investment Advisers LLCAdviser and broker–Atlas2010
2Caroline M. AaronsSolon, OHCetera Investment Advisers LLCAdviser and broker–Atlas2024
3Laura B. AbadsantosNew York, NYCetera Investment Advisers LLCAdviser and broker–Atlas2021
4Matthew A. AbataErie, PACetera Investment Advisers LLCAdviser and broker–Atlas2024
5Alexzander M. AbaunzaGreenville, SCCetera Investment Advisers LLCAdviser and broker–Atlas2025
6Michael D. AbbatacolaLombard, ILCetera Investment Advisers LLCAdviser and broker–Atlas2008
7Douglas M. AbbateHuntington Station, NYCetera Investment Advisers LLCAdviser and broker–Atlas2021
8Augustine W. AbbatielloWestbury, NYCetera Investment Advisers LLCAdviser and brokerCFPAtlas2015
9Jonathan R. AbbettRockville, MDCetera Investment Advisers LLCAdviser and brokerChFCAtlas1999
10Debra Abbott-WalkerIselin, NJCetera Investment Advisers LLCAdviser and broker–Atlas2016

9,233 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.