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

221 advisors

Unlock all 221
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jason I. AbarLone Tree, COSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2005
2Michael R. AbbottHighlands Ranch, COSchwab Wealth Advisory, Inc.Adviser and brokerCFP, ChFCAtlas2003
3Brandon AkersLone Tree, COSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2011
4Joseph AlmonLone Tree, COSchwab Wealth Advisory, Inc.Adviser and brokerCFAAtlas2008
5Gene H. Almy JrLone Tree, COSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2012
6Megan Andrews-CovellLone Tree, COSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2012
7Panagiotis AndrianakosLone Tree, COSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2020
8Loren E. ArchuletaLone Tree, COSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2022
9Douglas M. AskinsParker, COSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2015
10Stefan A. AzcarateLone Tree, COSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2025

211 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.