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

22 advisors

Unlock all 22
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Gavin AhlersBellevue, WASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2024
2Liam AireyBellevue, WASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2023
3Jake W. AndersonVancouver, WASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2012
4Carl D. AschenbrennerBellevue, WASchwab Wealth Advisory, Inc.Adviser and brokerCFAAtlas2014
5Christopher L. BentleyBellevue, WASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2011
6Gavin J. BoespflugBellevue, WASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2025
7Wesley BurroughsBellevue, WASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2020
8Gabrielle M. CorduanBellevue, WASchwab Wealth Advisory, Inc.Adviser and brokerCFP, ChFCAtlas2022
9Aengus DubendorfBellevue, WASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2025
10Lauren MaBellevue, WASchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2014

12 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.