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

267 advisors

Unlock all 267
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Murlat A. AbdooSummit, NJTlg Advisors, Inc.Adviser and broker–Atlas2025
2David T. AbelCheshire, CTTlg Advisors, Inc.Adviser and brokerCFPAtlas2017
3Jerry C. Adam Jr.Summit, NJTlg Advisors, Inc.Adviser and broker–Atlas2006
4Salim AdmonSummit, NJTlg Advisors, Inc.Adviser and brokerCFPAtlas2005
5Robert D. AmorusoSummit, NJTlg Advisors, Inc.Adviser and broker–Atlas2009
6Spencer R. AnmuthLos Angeles, CATlg Advisors, Inc.Adviser and broker–Atlas2025
7Thomas J. ArcherHouston, TXTlg Advisors, Inc.Adviser and brokerChFCAtlas2008
8Michael D. ArnerWaxhaw, NCTlg Advisors, Inc.Adviser and broker–Atlas2004
9Charles L. ArnoldSummit, NJTlg Advisors, Inc.Adviser and broker–Atlas2012
10Charles AuerbachCollierville, TNTlg Advisors, Inc.Adviser onlyCFP, ChFCAtlas2004

257 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.