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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. 5,973 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

5,973 advisors

Unlock all 5,973
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David J. AanderudVacaville, CARaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2016
2Lori S. AbbaziaWeeki Wachee, FLRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2025
3Lawrence A. AbbiatiPortland, MERaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2024
4Daniel T. AbbottChattanooga, TNRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2008
5Ted AbensteinMorristown, NJRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2022
6Terri M. AbramsCrystal Lake, ILRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009
7Brenda G. AbramskiMelbourne, FLRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2017
8Joseph D. AbroRochester, MIRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2018
9Edgar L. AcostaHoover, ALRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2008
10David W. AdamsFranklin, TNRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2004

5,963 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.