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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. 398,301Registered 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. 223 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

223 advisors

Unlock all 223
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Stephen J. AgristaWanamassa, NJBrookstone Wealth Advisors, LLCAdviser only–Atlas2002
2Chandler AlbertWheaton, ILBrookstone Wealth Advisors, LLCAdviser only–Atlas2024
3Christopher K. AllynKennesaw, GABrookstone Wealth Advisors, LLCAdviser only–Atlas2018
4James H. AndersenHolladay, UTBrookstone Wealth Advisors, LLCAdviser only–Atlas2018
5Michael AnthonyLawrenceville, GABrookstone Wealth Advisors, LLCAdviser only–Atlas2025
6Jonathon E. ArmstrongMt Juliet, TNBrookstone Wealth Advisors, LLCAdviser onlyCFPAtlas2012
7Erick J. ArnettBrooksville, FLBrookstone Wealth Advisors, LLCAdviser only–Atlas2006
8Jacob ArnettKennesaw, GABrookstone Wealth Advisors, LLCAdviser only–Atlas2024
9William C. ArnoldFrisco, TXBrookstone Wealth Advisors, LLCAdviser only–Atlas2023
10Andrea D. AshleyWheaton, ILBrookstone Wealth Advisors, LLCAdviser only–Atlas2021

213 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.