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FinancialADVSR

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

72 advisors

Unlock all 72
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Judith L. AbramsWalnut Creek, CAFisher InvestmentsAdviser only–Atlas2000
2Seji AlexanderSan Mateo, CAFisher InvestmentsAdviser only–Atlas2011
3Chad T. AllenSan Mateo, CAFisher InvestmentsAdviser only–Atlas2014
4Aaron S. AndersonWoodside, CAFisher InvestmentsAdviser only–Atlas2005
5Amir F. ArzoodarSan Mateo, CAFisher InvestmentsAdviser only–Atlas2007
6Nurul A. BachikSan Mateo, CAFisher InvestmentsAdviser only–Atlas2021
7Alexander D. BaruchWoodside, CAFisher InvestmentsAdviser only–Atlas2009
8Sonia BitarWoodside, CAFisher InvestmentsAdviser only–Atlas2024
9Louis L. BlakeneySan Mateo, CAFisher InvestmentsAdviser only–Atlas2015
10Julian T. BurkeSan Mateo, CAFisher InvestmentsAdviser only–Atlas2021

62 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.