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

284 advisors

Unlock all 284
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David C. AbnerWinchester, KYEdward JonesAdviser and broker–Atlas2012
2Allison R. AdkinsMaysville, KYEdward JonesAdviser and broker–Atlas2025
3Logan AldersonLouisville, KYEdward JonesAdviser and broker–Atlas2024
4Seth A. AlexanderBowling Green, KYEdward JonesAdviser and broker–Atlas2021
5Sean C. AndersonBardstown, KYEdward JonesAdviser and broker–Atlas2025
6Jeffrey L. AntleGeorgetown, KYEdward JonesAdviser and brokerCFPAtlas2012
7Robyn K. ArmstrongLondon, KYEdward JonesAdviser and brokerCFPAtlas2018
8Chad R. AullLexington, KYEdward JonesAdviser and broker–Atlas2024
9Audrey BackLexington, KYEdward JonesAdviser and brokerCFPAtlas2019
10Sarah M. BadertscherOwensboro, KYEdward JonesAdviser and broker–Atlas2026

274 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.