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

232 advisors

Unlock all 232
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Edward N. AntoianAkron, OHSequoia Financial Group, L.L.C.Adviser onlyCFAAtlas2008
2Ryan C. BaneyAkron, OHSequoia Financial Group, L.L.C.Adviser onlyCFP, ChFCAtlas2012
3Andrew T. BarrettCharleston, SCSequoia Financial Group, L.L.C.Adviser only–Atlas2009
4Edwin R. BartonNashville, TNSequoia Financial Group, L.L.C.Adviser only–Atlas2018
5Lily J. Beitel-HortonBoulder, COSequoia Financial Group, L.L.C. +1 moreAdviser onlyCFPAtlas2014
6Matthew A. BerhowMinneapolis, MNSequoia Financial Group, L.L.C. +1 moreAdviser onlyCFPAtlas2014
7David BerrySt. Clair Shores, MISequoia Financial Group, L.L.C.Adviser onlyCFAAtlas2011
8Laura S. BesawBurien, WASequoia Financial Group, L.L.C.Adviser onlyCFPAtlas2021
9Christine M. BoehnleinBeachwood, OHSequoia Financial Group, L.L.C.Adviser only–Atlas2006
10Kyra BowdenAkron, OHSequoia Financial Group, L.L.C.Adviser only–Atlas2025

222 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.