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

363 advisors

Unlock all 363
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jairo A. AcevedoScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2012
2Aiyisha AdamsScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2011
3Elisha D. AgarwalScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2015
4Brenda C. AllenScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2018
5Scott A. AndershScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2016
6Catherine AndersonScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2019
7Nathan S. AndersonMesa, AZOsaic Wealth, Inc.Adviser and broker–Atlas2012
8Daniel G. Anstett Jr.Phoenix, AZOsaic Wealth, Inc.Adviser and broker–Atlas2021
9Paul F. AruttScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2002
10Dru C. AshcraftScottsdale, AZOsaic Wealth, Inc.Adviser and broker–Atlas2004

353 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.