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

288 advisors

Unlock all 288
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andres O. AcostaSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2023
2Justin S. AdamsSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2006
3Kylie N. AldredSaint George, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2015
4Monica G. AllenHolladay, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2015
5William N. AllenSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2002
6Mary Lynn D. AllredSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2007
7Gabriel AmaralSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2026
8Joseph D. AndelinSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2010
9Kevin AndelinSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2025
10Christopher M. AndrewSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas1999

278 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.