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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. 398,212Registered 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. 1,476 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,476 advisors

Unlock all 1,476
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
3David Abed-RabbohWestlake, TXSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2018
4David AbramsonJersey City, NJSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2018
5Ronald A. AbramsonIndianapolis, INSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2024
6Julia S. AcerPhoenix, AZSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2012
7Reade AchilliWestlake, TXSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2003
8Everett J. AdamsOrlando, FLSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2026
9Brandon P. AdamsonRadnor, PASchwab Wealth Advisory, Inc.Adviser and broker–Atlas2024
10Benjamin D. AeschlimanPhoenix, AZSchwab Wealth Advisory, Inc.Adviser and broker–Atlas2025

1,466 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.