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

431 advisors

Unlock all 431
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ann M. Adams LilkeBloomington, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2008
2Oluwabusola A. AdejumoMinneapolis, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2023
3Alec AdelmanGolden Valley, MNWells Fargo Clearing Services, LLCAdviser and brokerCFPAtlas2020
4Dean S. AdelmanSaint Cloud, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2004
5Elizabeth M. AdelmanMinneapolis, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2025
6Abduselam N. AdemMinneapolis, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2026
7Mayowa H. Afolabi-ShittuNew Brighton, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2026
8Abdulmonem A. AldarwishMinneapolis, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2026
9Emmannuelle Alderete RodriguezMinneapolis, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2025
10Mohammed S. AljaziMinneapolis, MNWells Fargo Clearing Services, LLCAdviser and broker–Atlas2019

421 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.