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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. 3,480 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3,480 advisors

Unlock all 3,480
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Hermine AbajianNew York, NYMorgan StanleyAdviser and broker–Atlas2014
2Raymond A. AbbatepaoloNew York, NYMorgan StanleyAdviser and broker–Atlas2020
3Cyrus G. AbbeNew York, NYMorgan StanleyAdviser and broker–Atlas2021
4Alan AbdullaevPurchase, NYMorgan StanleyAdviser and broker–Atlas2026
5Elizabeth J. AbikaramNew York, NYMorgan StanleyAdviser and broker–Atlas2015
6Ariella S. AbizadehGarden City, NYMorgan StanleyAdviser and broker–Atlas2021
7Rodrigo A. AbuchamNew York, NYMorgan StanleyAdviser and broker–Atlas2020
8Joseph L. AbuinNew York, NYMorgan StanleyAdviser and broker–Atlas1997
9Robert M. AckermanGarden City, NYMorgan StanleyAdviser and broker–Atlas2021
10Fabiola A. AcostaNew York, NYMorgan StanleyAdviser and broker–Atlas2024

3,470 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.