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FinancialADVSR

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. 3,093 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3,093 advisors

Unlock all 3,093
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Delisa K. AbadyLong Beach, CAMorgan StanleyAdviser and broker–Atlas1998
2Altynai AbdilmanovaLos Angeles, CAMorgan StanleyAdviser and broker–Atlas2022
3Areeba AbdullahMountain View, CAMorgan StanleyAdviser and broker–Atlas2021
4Lindsay B. AbramsOrinda, CAMorgan StanleyAdviser and broker–Atlas2023
5David R. Abril - O'BrienSan Francisco, CAMorgan StanleyAdviser and broker–Atlas2018
6Ayat AbuakarSan Diego, CAMorgan StanleyAdviser and broker–Atlas2026
7Daniel J. AcevedoIrvine, CAMorgan StanleyAdviser and broker–Atlas2021
8Juan T. AcostaModesto, CAMorgan StanleyAdviser and broker–Atlas2019
9Jeffry AcunaBeverly Hills, CAMorgan StanleyAdviser and broker–Atlas2019
10Joseph S. AdamoRancho Santa Fe, CAMorgan StanleyAdviser and broker–Atlas2002

3,083 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.