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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. 3,779 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3,779 advisors

Unlock all 3,779
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Blake M. AbadiePalm Beach Gardens, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2025
2Oscar Abaunza VelazquezNew York, NYWells Fargo Advisors Financial Network, LLC +1 moreAdviser and broker–Atlas2021
3Brandon J. AbbeBohemia, NYWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2008
4Anne AbernethyNewton, NCWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2007
5James E. AbernethyWinston Salem, NCWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2002
6Robert S. AbramsonPalm Beach Gardens, FLWells Fargo Advisors Financial Network, LLCAdviser and brokerCFPAtlas2000
7Mary AcitoPalm Beach Gardens, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2008
8Stephanie AcklerWesterly, RIWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2002
9Albert C. Adam IIIWestlake Village, CAWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas1989
10Matthew AdamsCollegeville, PAWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2017

3,769 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.