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

929 advisors

Unlock all 929
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Paul D. AbatiMcKinney, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2025
2Tareq AbdallaSan Antonio, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2004
3Samer G. AbdelmasihAustin, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2019
4Merwan AbssiHouston, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2017
5Jason M. AdamcikSouthlake, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2006
6Amy L. AguilarAustin, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2013
7Ghazala AhmedProsper, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2022
8Mahta AkbaryDallas, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2022
9Oluwakemi AkinkugbeHouston, TXWells Fargo Advisors Financial Network, LLC +1 moreAdviser and broker–Atlas2020
10Eric M. AldapeHouston, TXWells Fargo Clearing Services, LLCAdviser and broker–Atlas2017

919 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.