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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 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. 3,549 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3,549 advisors

Unlock all 3,549
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Tracy L. AaronEaston, MDCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2012
2Stephanie D. AbeeRaleigh, NCCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2011
3Stephen AbelsOmaha, NECambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2023
4Christopher W. AblaGreeneville, TNCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas1999
5Mark E. AbrahamTarrytown, NYCambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2002
6Gail L. AbramsWatchung, NJCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2020
7Nicholas R. AcriBattle Creek, MICambridge Investment Research Advisors, Inc.Adviser and brokerCFPAtlas2021
8James E. AdamsValhalla, NYCambridge Investment Research Advisors, Inc.Adviser only–Atlas2017
9Michael A. AdrianGarden City, NYCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2021
10Luke A. AduddellWest Des Moines, IACambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2024

3,539 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.