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

833 advisors

Unlock all 833
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nathan A. AddoMorristown, NJPrivate Advisor Group, LLCAdviser and brokerCFPAtlas2012
2Shane AdkinsSpringfield, ILPrivate Advisor Group, LLCAdviser and brokerCFPAtlas2011
3Cameron J. AglowMorristown, NJPrivate Advisor Group, LLCAdviser only–Atlas2026
4Victor J. AlfieriSimpsonville, SCPrivate Advisor Group, LLCAdviser and broker–Atlas2006
5Grant AllenRogers, ARPrivate Advisor Group, LLCAdviser and broker–Atlas2026
6Jonathon AllenMorristown, NJPrivate Advisor Group, LLCAdviser and brokerCFPAtlas2022
7Lucas L. AllenMorristown, NJPrivate Advisor Group, LLCAdviser onlyCFPAtlas2018
8Ener AlmanzaEast Lansing, MIPrivate Advisor Group, LLCAdviser and broker–Atlas2017
9Philip J. AndersonMorristown, NJPrivate Advisor Group, LLCAdviser and broker–Atlas2014
10Richard J. AndersonFort Myers, FLPrivate Advisor Group, LLCAdviser and broker–Atlas2014

823 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.