Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 593 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
593 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Paul J. AbelnBerwyn, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2011 |
| 2David E. AdlerWest Conshohocken, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2010 |
| 3Kirk G. Aguer Sr.State College, PA | Morgan Stanley | Adviser and broker | – | Atlas | 1997 |
| 4Patricia O. AguerState College, PA | Morgan Stanley | Adviser and broker | – | Atlas | 1997 |
| 5Lauren AkersYardley, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2021 |
| 6Rene O. AlvaradoPhiladelphia, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2026 |
| 7David R. AmbartsumianWest Conshohocken, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2017 |
| 8Samuel C. ApplegateSewickley, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2008 |
| 9Benjamin P. ArcherWest Conshohocken, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2006 |
| 10Jacob A. ArcilesiLancaster, PA | Morgan Stanley | Adviser and broker | – | Atlas | 2025 |
583 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.