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

177 advisors

Unlock all 177
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brian AtakpoColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2023
2Joseph M. AusmusColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2024
3Matthew M. BaartsColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and brokerCFPAtlas2016
4Joshua T. BaconColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2026
5Jason L. BandelColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2015
6Bradham J. BarrColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2026
7Lori A. BarrColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2026
8Christopher P. BelcherColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and brokerCFPAtlas2011
9Jacob A. BennettColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2019
10Brandon J. BervigColorado Springs, COT. Rowe Price Advisory Services, Inc.Adviser and broker–Atlas2025

167 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.