Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 270 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
270 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Allen A. AlbrechtAnn Arbor, MI | Spc | Adviser and broker | CFP | Atlas | 2002 |
| 2Donald AllisonAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2025 |
| 3Adrienne M. AlvarezAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2012 |
| 4Jerod D. AndersenAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2009 |
| 5Ryan T. AstiAnn Arbor, MI | Spc | Adviser and broker | CFP | Atlas | 2004 |
| 6Anthony S. BacarellaAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2026 |
| 7Mykel A. BarnesAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2007 |
| 8David S. BarsanAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2010 |
| 9Robert J. BaytoshAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2007 |
| 10Seth M. BeckerAnn Arbor, MI | Spc | Adviser and broker | – | Atlas | 2013 |
260 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.