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

55 advisors

Unlock all 55
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Emmanuel AfolayanSan Jose, CACooper McManusAdviser only–Atlas2026
2Courtland B. AlexIrvine, CACooper McManusAdviser and broker–Atlas2001
3Shannon M. BeahanWestlake Village, CACooper McManusAdviser and brokerCFPAtlas2009
4Matthew J. BlackOverland Park, KSCooper McManusAdviser and brokerCFPAtlas2019
5Stephen D. BlackOverland Park, KSCooper McManusAdviser and broker–Atlas2009
6Steven BoamMadera, CACooper McManusAdviser and broker–Atlas2017
7Bryan E. BrumleyIrvine, CACooper McManusAdviser and brokerCFPAtlas2009
8Christina L. BushSan Juan Capistrano, CACooper McManusAdviser and broker–Atlas2001
9Robert K. ChaconIrvine, CACooper McManusAdviser and broker–Atlas2003
10Jennifer ChengSan Jose, CACooper McManusAdviser and broker–Atlas2011

45 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.