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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. 2,273 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

2,273 advisors

Unlock all 2,273
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ehab AbdallaSunrise, FLEagle Strategies LLCAdviser and brokerCFPAtlas2010
2John Paul K. AbenojaHonolulu, HIEagle Strategies LLCAdviser and brokerCFP, ChFCAtlas2025
3Alexis Z. AblezerHartsdale, NYEagle Strategies LLCAdviser and broker–Atlas2010
4Ani AbrahamsonSan Ramon, CAEagle Strategies LLCAdviser and broker–Atlas2022
5Joshua Abrams SanbornNorthhampton, MAEagle Strategies LLCAdviser and broker–Atlas2026
6Jordon K. AccettaRock Hill, SCEagle Strategies LLCAdviser and broker–Atlas2023
7Darvin Acosta FilpoJohnston, RIEagle Strategies LLCAdviser and broker–Atlas2026
8Colton AdamsLakewood, COEagle Strategies LLCAdviser and broker–Atlas2024
9Hannah AdamsVienna, VAEagle Strategies LLCAdviser and broker–Atlas2021
10Heidi L. AdamsGrand Island, NEEagle Strategies LLCAdviser and broker–Atlas2014

2,263 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.