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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. 2,231 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

2,231 advisors

Unlock all 2,231
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Penelope K. AbadScottsdale, AZVanguard Advisers, Inc.Adviser and broker–Atlas2019
2Julie G. AbbateMalvern, PAVanguard Advisers, Inc.Adviser and broker–Atlas2024
3Shanee A. AbbottMalvern, PAVanguard Advisers, Inc.Adviser and broker–Atlas2026
4John J. AbdelmalakCharlotte, NCVanguard Advisers, Inc.Adviser and broker–Atlas2025
5Simon M. AbeggCharlotte, NCVanguard Advisers, Inc.Adviser and brokerCFPAtlas2022
6Jad Abou ChacraMalvern, PAVanguard Advisers, Inc.Adviser and broker–Atlas2025
7Selena E. AbrahamCharlotte, NCVanguard Advisers, Inc.Adviser and broker–Atlas2014
8Anthony M. Acchione Jr.Malvern, PAVanguard Advisers, Inc.Adviser and broker–Atlas2025
9Gregorio S. Acevedo GonzalezPlano, TXVanguard Advisers, Inc.Adviser and broker–Atlas2026
10Morgan A. AckerScottsdale, AZVanguard Advisers, Inc.Adviser and broker–Atlas2022

2,221 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.