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

529 advisors

Unlock all 529
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John AbadiotakisRed Bank, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2002
2Oscar Abaunza VelazquezNewark, NJWells Fargo Clearing Services, LLC +1 moreAdviser and broker–Atlas2021
3Jason M. AbramowitzRed Bank, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2020
4Mario H. AframParamus, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2002
5Laura AgardKenilworth, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2012
6Armaghan AhmadShort Hills, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2021
7Alexander A. AielloShort Hills, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2011
8Ryan S. AielloRed Bank, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2021
9Asgher AliEdison, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2019
10Sean A. AllenOakhurst, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2009

519 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.