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

437 advisors

Unlock all 437
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nicholas S. Accordino Jr.State College, PAJ. W. Cole Advisors, Inc.Adviser and brokerCFPAtlas2017
2Nicholas J. AdamsErie, PAJ. W. Cole Advisors, Inc.Adviser and broker–Atlas2022
3Kathleen M. AlberOmaha, NEJ. W. Cole Advisors, Inc.Adviser only–Atlas2022
4Cody A. AlbrechtMilford, PAJ. W. Cole Advisors, Inc.Adviser and broker–Atlas2021
5James H. Amick Jr.Charleston, SCJ. W. Cole Advisors, Inc.Adviser and broker–Atlas2002
6Nicholas E. AnastasakisBroadview Heights, OHJ. W. Cole Advisors, Inc. +1 moreAdviser and broker–Atlas2002
7Calvin AnthonyMidlothian, VAJ. W. Cole Advisors, Inc.Adviser only–Atlas2024
8Savannah ArnoldPensacola, FLJ. W. Cole Advisors, Inc.Adviser and broker–Atlas2022
9Paul M. AvilaSan Juan Capistrano, CAJ. W. Cole Advisors, Inc.Adviser and broker–Atlas1999
10Pablo I. BalartPalm Harbor, FLJ. W. Cole Advisors, Inc.Adviser and broker–Atlas2004

427 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.