Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 370 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
370 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Allison A. AlexanderRockford, IL | Savant Wealth Management | Adviser only | CFP | Atlas | 2015 |
| 2Richard H. Allison IIIManassas, VA | Savant Wealth Management | Adviser only | CFP | Atlas | 2022 |
| 3Stephen H. Ambrose, IIIRockford, IL | Savant Wealth Management | Adviser only | CFP | Atlas | 2022 |
| 4Dominic J. AnzevinoRockford, IL | Savant Wealth Management | Adviser only | – | Atlas | 2008 |
| 5Matthew D. ArmstrongRockford, IL | Savant Wealth Management | Adviser only | CFP | Atlas | 2011 |
| 6Robert N. Aylin IIISt Paul, MN | Savant Wealth Management | Adviser only | – | Atlas | 2006 |
| 7Sammy A. AzzouzWestwood, MA | Savant Wealth Management | Adviser only | CFP | Atlas | 2003 |
| 8James A. BaileyRockford, IL | Savant Wealth Management | Adviser only | CFP | Atlas | 2012 |
| 9Zach R. BardenCedar Rapids, IA | Savant Wealth Management | Adviser only | CFP | Atlas | 2025 |
| 10Cory R. BarelSuite 260, MA | Savant Wealth Management | Adviser only | CFP | Atlas | 2021 |
360 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.