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FinancialADVSR

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

650 advisors

Unlock all 650
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eric AdairMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2013
2Ronald M. AdamoliMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2014
3Delia AderojuMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2025
4Lucas L. AhlbergGolden Valley, MNThrivent Investment Management Inc.Adviser and brokerChFCAtlas2013
5Eric W. AistonMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2026
6Gladys A. AllamMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2004
7Ryan G. AllisonMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2026
8Janine E. AmundsonMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2017
9Paul D. AmundsonAlexandria, MNThrivent Investment Management Inc.Adviser and broker–Atlas2013
10Bennett N. AndersenMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2025

640 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.