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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. 1,029 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,029 advisors

Unlock all 1,029
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Benito Abarca-SanchezChico, CAEdward JonesAdviser and broker–Atlas2017
2Matthew P. AdragnaYorba Linda, CAEdward JonesAdviser and broker–Atlas2014
3Nairi AgabaianValencia, CAEdward JonesAdviser and broker–Atlas2024
4Raul A. Aguilar Jr.Brentwood, CAEdward JonesAdviser and broker–Atlas2018
5Ricardo AguileraFolsom, CAEdward JonesAdviser and brokerChFCAtlas2012
6Emahn AhmariSan Juan Capistrano, CAEdward JonesAdviser and broker–Atlas2024
7Marwan A. Al-AshiSan Marcos, CAEdward JonesAdviser and broker–Atlas2025
8Jeffrey W. AlbertRancho Santa Margarita, CAEdward JonesAdviser and broker–Atlas2024
9Aaron M. AlbillarFolsom, CAEdward JonesAdviser and broker–Atlas2025
10Vincent T. AlessiCarlsbad, CAEdward JonesAdviser and broker–Atlas2010

1,019 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.