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

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Teresa L. ArrigoConway, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2017
2Alisha L. BaileyLittle Rock, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2026
3Brandon A. BarberLittle Rock, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2024
4Adam A. BurkeAlexander, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2026
5Jeffery P. CoffmanFayetteville, ARIndependent Advisor Alliance, LLCAdviser only–Atlas2021
6Dustin DandurandAlexander, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2025
7Alec A. DarilLittle Rock, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2024
8John GibsonRogers, ARIndependent Advisor Alliance, LLCAdviser only–Atlas2024
9Jacob W. GriceBryant, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2024
10Brian HelmsAlexander, ARIndependent Advisor Alliance, LLCAdviser and broker–Atlas2024

11 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.