Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 350 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
350 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Brian E. AdamsPowder Springs, GA | Money Concepts Capital Corp. | Adviser only | – | Atlas | 2003 |
| 2John H. Adams Jr.Palm Beach Gardens, FL | Money Concepts Capital Corp. | Adviser and broker | – | Atlas | 2002 |
| 3Ramon V. AguirreFort Worth, TX | Money Concepts Capital Corp. | Adviser only | – | Atlas | 2014 |
| 4Timothy R. AlfordPalm Beach Gardens, FL | Money Concepts Capital Corp. | Adviser only | CFP | Atlas | 2011 |
| 5Matthew T. ApodacaPalm Beach Gardens, FL | Money Concepts Capital Corp. | Adviser and broker | – | Atlas | 2011 |
| 6Daniel ArohLouisville, KY | Money Concepts Capital Corp. | Adviser and broker | CFP | Atlas | 2018 |
| 7Damien A. AutissierPalm Beach Gardens, FL | Money Concepts Capital Corp. | Adviser only | – | Atlas | 2025 |
| 8Jeffrey J. BakerMontgomery, TX | Money Concepts Capital Corp. | Adviser and broker | – | Atlas | 2017 |
| 9Brett A. BeimersPalm Beach Gardens, FL | Money Concepts Capital Corp. | Adviser and broker | – | Atlas | 2020 |
| 10Jake V. BeldenWethersfield, CT | Money Concepts Capital Corp. | Adviser and broker | – | Atlas | 2026 |
340 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.