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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ehab AlalfeyFalls Church, VAAzzad Asset Management, Inc.Adviser only–Atlas2008
2Joshua A. BrockwellFalls Church, VAAzzad Asset Management, Inc.Adviser only–Atlas2019
3Samer EshmawyFalls Church, VAAzzad Asset Management, Inc.Adviser onlyCFPAtlas2022
4Reem HusseinFalls Church, VAAzzad Asset Management, Inc.Adviser onlyCFPAtlas2020
5Fatima K. IqbalFalls Church, VAAzzad Asset Management, Inc.Adviser onlyCFPAtlas2013
6Atta M. KhanFalls Church, VAAzzad Asset Management, Inc.Adviser only–Atlas2023
7Deborah L. KleinFalls Church, VAAzzad Asset Management, Inc.Adviser onlyCFPAtlas2020
8Ibtasam MahmoodFalls Church, VAAzzad Asset Management, Inc.Adviser onlyCFPAtlas2014
9Bashar M. QasemFalls Church, VAAzzad Asset Management, Inc.Adviser only–Atlas2004
10Tameem B. QasemFalls Church, VAAzzad Asset Management, Inc.Adviser only–Atlas2025

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.