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

210 advisors

Unlock all 210
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Walter AbruzzeseAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2022
2Owen T. AfricaAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2023
3Oluwafemi S. AlademehinAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2022
4Anne D. AllenAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2019
5Noah AllenAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2025
6Avery C. AndersonAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2023
7Blair C. AndersonAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2026
8Christopher R. AndersonAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2015
9Lilly M. BallAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2023
10Hudson G. BartlettAustin, TXDimensional Fund Advisors LPAdviser and broker–Atlas2025

200 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.