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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. 1,055 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,055 advisors

Unlock all 1,055
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joseph Abed El LatifCohoes, NYGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2021
2Amelia R. AbelsIrving, TXGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2026
3Callum P. AbernethyNewport Beach, CAGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
4Faye D. Abou NafehNew York, NYGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
5Steven R. AbrahamNewport Beach, CAGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2014
6Benjamin J. AdamsCohoes, NYGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2021
7Emily R. AdamsCohoes, NYGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
8Lilly S. AdelsteinDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2025
9Arinola AfolabiDeerfield, ILGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2026
10Nishtha AgarwalCohoes, NYGoldman Sachs Wealth Services, L.P.Adviser and broker–Atlas2024

1,045 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.