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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. 7,287 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

7,287 advisors

Unlock all 7,287
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mark J. AasenWest Des Moines, IAOsaic Wealth, Inc.Adviser and broker–Atlas2015
2Angela C. AbbottKimberly, WIOsaic Wealth, Inc.Adviser and broker–Atlas2021
3Steven V. AbbruzzeseLivingston, NJOsaic Wealth, Inc.Adviser and brokerChFCAtlas2016
4Antar A. AbderrahmanSan Diego, CAOsaic Wealth, Inc.Adviser and broker–Atlas2019
5Evan C. AbelSaint Charles, MOOsaic Wealth, Inc.Adviser and broker–Atlas2025
6Heath P. AbernathyGrapevine, TXOsaic Wealth, Inc.Adviser and brokerCFPAtlas2001
7Matthew AbramoTega Cay, SCOsaic Wealth, Inc.Adviser and brokerCFPAtlas2024
8Jose M. Abrams ArroyoSan Juan, PROsaic Wealth, Inc.Adviser and broker–Atlas2025
9Craig G. AccardoMetairie, LAOsaic Wealth, Inc.Adviser and broker–Atlas2004
10Stephen M. Acerra Jr.Canton, MAOsaic Wealth, Inc.Adviser and broker–Atlas2003

7,277 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.