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

267 advisors

Unlock all 267
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alexander AdamsAkron, OHValmark Advisers, Inc.Adviser and broker–Atlas2022
2Ronak AdaniSanta Ana, CAValmark Advisers, Inc.Adviser and brokerCFPAtlas2026
3Michael AmoiaAkron, OHValmark Advisers, Inc.Adviser and brokerChFCAtlas2002
4Danielle B. AmundsonOnalaska, WIValmark Advisers, Inc.Adviser and broker–Atlas2026
5Thomas G. Anderson IIGlencoe, MNValmark Advisers, Inc.Adviser and brokerCFPAtlas2014
6Matthew L. AreyFalmouth, MEValmark Advisers, Inc.Adviser and broker–Atlas2017
7Amy J. ArmstrongCincinnati, OHValmark Advisers, Inc.Adviser and broker–Atlas2019
8William M. Arthur IIFort Wright, KYValmark Advisers, Inc.Adviser and broker–Atlas2010
9Paige AsplinSt. Peter, MNValmark Advisers, Inc.Adviser and broker–Atlas2024
10Adam J. BaileyCallaway, NEValmark Advisers, Inc.Adviser and broker–Atlas2003

257 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.