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

75 advisors

Unlock all 75
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nour AlhafarLos Angeles, CAHightower Advisors, LLCAdviser onlyCFPAtlas2024
2Amir AtabakiSan Ramon, CAHightower Advisors, LLCAdviser only–Atlas2007
3David L. BahnsenNewport Beach, CAHightower Advisors, LLCAdviser onlyCFPAtlas2002
4Amir BakerLos Angeles, CAHightower Advisors, LLCAdviser only–Atlas2025
5Kristin A. BartlowAlmo, CAHightower Advisors, LLCAdviser onlyCFPAtlas2012
6Carmen BenedettiSan Diego, CAHightower Advisors, LLCAdviser and broker–Atlas2025
7Arun K. BharathLos Angeles, CAHightower Advisors, LLCAdviser onlyCFAAtlas2026
8William F. Blanke Jr.San Juan Capistrano, CAHightower Advisors, LLCAdviser and broker–Atlas2025
9Brett A. BonecutterNewport Beach, CAHightower Advisors, LLCAdviser onlyCFPAtlas2022
10Craig A. BrothersLos Angeles, CAHightower Advisors, LLCAdviser only–Atlas2002

65 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.