398,301 Registered advisers Every investment adviser representative 304,895 Dually registered 77% are also broker reps 93,406 Adviser only Not registered with a broker-dealer 25,639 Firms Where they're registered 56,898 CFPs 11,003 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. 155 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
Name, firm or city State Every state AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY Registration Adviser or dual Also a broker rep Adviser only Designation Any CFP CFA ChFC PFS CIC Exam Any exam Series 65 Series 66 Series 63 Joined current firm Any time In the last 90 days In the last 6 months In the last year Disclosures Either None on record Has disclosures
Advisor Firm Registration Designations Joined firm Registered since 1 Nicholas R. Acri Battle Creek, MI Cambridge Investment Research Advisors, Inc. Adviser and broker CFP Atlas 2021 2 Charles E. Archer Charlotte, MI Cambridge Investment Research Advisors, Inc. Adviser and broker – Atlas 2010 3 Mitchell D. Arner Grand Rapids, MI Cambridge Investment Research Advisors, Inc. Adviser and broker – Atlas 2018 4 Robert C. Bambrough Berkley, MI Cambridge Investment Research Advisors, Inc. Adviser and broker – Atlas 2010 5 Judy A. Betts Clinton Township, MI Cambridge Investment Research Advisors, Inc. Adviser and broker CFP Atlas 2010 6 Michael V. Billingsley Wyoming, MI Cambridge Investment Research Advisors, Inc. Adviser and broker – Atlas 2012 7 Abbey G. Bissell Mt Pleasant, MI Cambridge Investment Research Advisors, Inc. Adviser and broker – Atlas 2015 8 Peyton L. Blakely Brimley, MI Cambridge Investment Research Advisors, Inc. Adviser only – Atlas 2023 9 Daniel L. Blamer Mio, MI Cambridge Investment Research Advisors, Inc. Adviser and broker CFP Atlas 2010 10 Daniel H. Bolda Farmington Hills, MI Cambridge Investment Research Advisors, Inc. Adviser and broker CFP Atlas 2010
145 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.