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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. 1,092 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,092 advisors

Unlock all 1,092
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kim S. AbelloLighthouse Point, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas2025
2Ashley A. AbrahamOrlando, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas2018
3Mark J. AbramsonOrlando, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas2000
4Christopher C. AcebalDaytona Beach, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas1997
5Jack C. Acebal Jr.Daytona Beach, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas1996
6Brandon AcevedoStuart, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas2023
7Emmanuel AdogheBoca Raton, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas2021
8Paul A. AglianoClearwater, FLWells Fargo Clearing Services, LLCAdviser and broker–Atlas2006
9Jorge A. AguilarCoral Gables, FLWells Fargo Clearing Services, LLCAdviser and brokerCFPAtlas2015
10John AjwaniLake Mary, FLWells Fargo Advisors Financial Network, LLC +1 moreAdviser and broker–Atlas2024

1,082 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.