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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 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. 37 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

37 advisors

Unlock all 37
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brandon ArdwanSan Carlos, CAWealthfront Advisers LLCAdviser only–Atlas2026
2Ryan BishopPalo Alto, CAWealthfront Advisers LLCAdviser and broker–Atlas2023
3Meghan BrownPalo Alto, CAWealthfront Advisers LLCAdviser and broker–Atlas2021
4Blair C. BuchananGlendale, COWealthfront Advisers LLCAdviser and broker–Atlas2022
5David R. BurgessPalo Alto, CAWealthfront Advisers LLCAdviser and broker–Atlas2006
6Raquel S. BurkeSan Francisco, CAWealthfront Advisers LLCAdviser only–Atlas2025
7Anna CardenasPalo Alto, CAWealthfront Advisers LLCAdviser only–Atlas2024
8Andres A. CarvalloPalo Alto, CAWealthfront Advisers LLCAdviser and broker–Atlas2020
9Kevin P. Castillo RosalesRevere, MAWealthfront Advisers LLCAdviser and broker–Atlas2022
10Alexander J. DonatelliPittsburgh, PAWealthfront Advisers LLCAdviser and broker–Atlas2026

27 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.