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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. 2,191 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

2,191 advisors

Unlock all 2,191
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joseph P. AbadMenlo Park, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2001
2Ibrahim I. AbboudWestlake Village, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2008
3Sherif Abdel-HamidNovato, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2022
4Ireneo J. Abot IIISacramento, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2020
5Wala M. AbudamousSan Francisco, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2023
6Babak AdeliSacramento, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2021
7Howard AdlerSan Francisco, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2001
8Sean AdlerSan Diego, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2010
9Walaiporn AdzemaSan Diego, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2021
10Muhammad F. AfzalWalnut Creek, CAWells Fargo Clearing Services, LLCAdviser and broker–Atlas2022

2,181 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.