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Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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. 2,922 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

2,922 advisors

Unlock all 2,922
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Erik D. AanonsonJohnston, IAThrivent Investment Management Inc.Adviser and broker–Atlas2018
2Micheal S. AasenBottineau, NDThrivent Investment Management Inc.Adviser and broker–Atlas2014
3Jared R. AbbrederisMontello, WIThrivent Investment Management Inc.Adviser and broker–Atlas2022
4Arnold T. Abel Jr.Marriottsville, MDThrivent Investment Management Inc.Adviser and broker–Atlas2004
5Shawn W. AbmaChantilly, VAThrivent Investment Management Inc.Adviser and broker–Atlas2023
6Marc C. AbrahamOviedo, FLThrivent Investment Management Inc.Adviser and broker–Atlas2020
7Bruce S. AbramsHouston, TXThrivent Investment Management Inc.Adviser and broker–Atlas2021
8Eric AdairMinneapolis, MNThrivent Investment Management Inc.Adviser and broker–Atlas2013
9Sherryl R. AdairKirkland, WAThrivent Investment Management Inc.Adviser and broker–Atlas2006
10Camille R. Adair-HatchKirkland, WAThrivent Investment Management Inc.Adviser and broker–Atlas2015

2,912 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.