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

393 advisors

Unlock all 393
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Blake M. AbadiePalm Beach Gardens, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2025
2Robert S. AbramsonPalm Beach Gardens, FLWells Fargo Advisors Financial Network, LLCAdviser and brokerCFPAtlas2000
3Mary AcitoPalm Beach Gardens, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2008
4John AjwaniLake Mary, FLWells Fargo Advisors Financial Network, LLC +1 moreAdviser and broker–Atlas2024
5Nelrae P. AliJacksonville, FLWells Fargo Advisors Financial Network, LLCAdviser and brokerCFPAtlas2003
6Rahim M. AliJacksonville, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2024
7Karen AlimiJacksonville, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2016
8Jhany D. AlvaradoMelbourne, FLWells Fargo Advisors Financial Network, LLCAdviser and brokerCFPAtlas2019
9Andres AlvarezMelbourne, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2016
10Dean AndersenSanta Rosa Beach, FLWells Fargo Advisors Financial Network, LLCAdviser and brokerCFPAtlas2003

383 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.