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

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1James C. ArdissonoWashoe Valley, NVRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2001
2Jennifer M. ChappellReno, NVRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2015
3Tayler R. CluttsReno, NVRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2022
4Robert Z. DismanLas Vegas, NVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2000
5Erin A. EllisReno, NVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009
6Jimmy D. EpleyLas Vegas, NVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2004
7Robert R. Graham IIIHenderson, NVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2003
8Marci A. GriffinHenderson, NVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2007
9Scott S. JennerZephyr Cove, NVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2022
10Presley S. JohnsonLas Vegas, NVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas1995

11 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.