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

154 advisors

Unlock all 154
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Harris L. AdamsVienna, VAOsaic Wealth, Inc.Adviser and broker–Atlas1999
2Dorothy A. AllenManakin Sabot, VAOsaic Wealth, Inc.Adviser and broker–Atlas2004
3Naj AltafVienna, VAOsaic Wealth, Inc.Adviser and broker–Atlas1998
4Gus L. Andrews IIIMidlothian, VAOsaic Wealth, Inc.Adviser and broker–Atlas2002
5Nardaneh BahraminejadReston, VAOsaic Wealth, Inc.Adviser and broker–Atlas2026
6Andrew D. BaillieSuffolk, VAOsaic Wealth, Inc.Adviser and broker–Atlas2009
7Jeffrey K. BeamerRoanoke, VAOsaic Wealth, Inc.Adviser and broker–Atlas2019
8Cabell B. BirdsongHampton, VAOsaic Wealth, Inc.Adviser and broker–Atlas1993
9David A. BrennanFredericksburg, VAOsaic Wealth, Inc.Adviser and broker–Atlas2010
10Jonathan D. BrennanFredericksburg, VAOsaic Wealth, Inc.Adviser and broker–Atlas2017

144 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.