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

233 advisors

Unlock all 233
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Passant AbbasColumbia, MDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2023
2David M. AbelesHagerstown, MDWells Fargo Clearing Services, LLCAdviser and brokerCFPAtlas2001
3William R. Abeles Jr.Hagerstown, MDWells Fargo Clearing Services, LLCAdviser and brokerCFP, ChFCAtlas1992
4Neal S. AbravanelBethesda, MDWells Fargo Clearing Services, LLCAdviser and brokerCFPAtlas2000
5Kristin M. AdamAnnapolis, MDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2024
6O Emmanuel Adepoju GraceColumbia, MDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2004
7Jonathan M. Aguilar BernsteinColumbia, MDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2026
8Olabisi O. AkinrimisiColumbia, MDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2022
9Stella D. AlabaBethesda, MDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2014
10Mark S. Bacon Jr.Columbia, MDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2025

223 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.