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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 29 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

29 advisors

Unlock all 29
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Yulia D. AidenSeattle, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2025
2Cameron S. BrowningSeattle, WATiaa-Cref Individual & Institutional Services, LLCAdviser onlyCFPAtlas2012
3Rachel E. CarmonySeattle, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2023
4Braden G. DanielsonSpokane, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2018
5Cary T. DoerrSeattle, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2009
6Steven F. FattoriniTacoma, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2007
7Melissa B. HaleySeattle, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2009
8Timothy E. HeadingsSeattle, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas1998
9Jeffrey B. HustonShoreline, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2025
10David C. JohnstonTacoma, WATiaa-Cref Individual & Institutional Services, LLCAdviser and broker–Atlas2024

19 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.