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

152 advisors

Unlock all 152
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Timothy M. AmenScottsdale, AZBrighton Jones LLCAdviser onlyCFPAtlas2007
2David L. AmiotSeattle, WABrighton Jones LLCAdviser onlyCFPAtlas2018
3Jane AndersonMcLean, VABrighton Jones LLCAdviser only–Atlas2025
4Kristina AnguelovaSeattle, WABrighton Jones LLCAdviser only–Atlas2026
5Melanie M. ArenaSeattle, WABrighton Jones LLCAdviser onlyCFPAtlas2011
6Maximilian J. ArmsSeattle, WABrighton Jones LLCAdviser onlyCFPAtlas2021
7Noah F. ArrickSeattle, WABrighton Jones LLCAdviser onlyCFPAtlas2022
8Bryce E. BakerSeattle, WABrighton Jones LLCAdviser onlyCFPAtlas2014
9Colleen BakerSeattle, WABrighton Jones LLCAdviser onlyCFPAtlas2023
10Michael J. BattagliaSeattle, WABrighton Jones LLCAdviser onlyCFPAtlas2005

142 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.