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Est. 2026The front page of wealth managementNew York

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

723 advisors

Unlock all 723
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David E. AaronNew York, NYCerity Partners LLCAdviser only–Atlas2023
2Moises Abascal CarrascoNew York, NYCerity Partners LLCAdviser only–Atlas2024
3Louis P. AbelNew York, NYCerity Partners LLCAdviser onlyCFAAtlas2011
4Lloyd M. AbramowitzNew York, NYCerity Partners LLCAdviser only–Atlas2002
5Nicholas A. AdamsCincinnati, OHCerity Partners LLCAdviser only–Atlas2025
6Samuel Afari-AikinsBoston, MACerity Partners LLCAdviser onlyCFPAtlas2017
7Karim H. AhamedChicago, ILCerity Partners LLCAdviser onlyCFAAtlas2004
8Gabriel P. AichholzerNew York, NYCerity Partners LLCAdviser only–Atlas2024
9Christopher K. AkamineMill Valley, CACerity Partners LLC +1 moreAdviser onlyCFPAtlas2005
10Kendall AlbertSanta Barbara, CACerity Partners LLCAdviser only–Atlas2026

713 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.