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. 2,757 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
2,757 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Alexander AaronTampa, FL | Fisher Investments | Adviser only | – | Atlas | 2023 |
| 2Sapida AbbasiPlano, TX | Fisher Investments | Adviser only | – | Atlas | 2025 |
| 3Ashkan AbbassiPlano, TX | Fisher Investments | Adviser only | – | Atlas | 2013 |
| 4Vincent A. AbbatielloPlano, TX | Fisher Investments | Adviser only | CFP | Atlas | 2021 |
| 5Brady AbbottTampa, FL | Fisher Investments | Adviser only | – | Atlas | 2025 |
| 6Gavin W. AbbottCamas, WA | Fisher Investments | Adviser only | – | Atlas | 2026 |
| 7Megan B. AbbottPlano, TX | Fisher Investments | Adviser only | – | Atlas | 2019 |
| 8Mohammed AbdelazizCharlotte, NC | Fisher Investments | Adviser only | – | Atlas | 2026 |
| 9David B. AbdullahPlano, TX | Fisher Investments | Adviser only | – | Atlas | 2025 |
| 10Samiul AbedinPlano, TX | Fisher Investments | Adviser only | – | Atlas | 2011 |
2,747 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.