Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Kyle AbbotFair Haven, NJ | Edward Jones | Adviser and broker | – | Atlas | 2011 |
| 2Wajeeh AbushawishNewark, NJ | Edward Jones | Adviser and broker | – | Atlas | 2026 |
| 3Justin P. AisoffWayne, NJ | Edward Jones | Adviser and broker | CFP | Atlas | 2019 |
| 4Richard J. AlbaneseBranchburg, NJ | Edward Jones | Adviser and broker | CFP | Atlas | 2015 |
| 5Otto Arias Jr.Holmdel, NJ | Edward Jones | Adviser and broker | – | Atlas | 2020 |
| 6Jayson M. AstelWestfield, NJ | Edward Jones | Adviser and broker | CFP | Atlas | 2010 |
| 7Karen AversanoLambertville, NJ | Edward Jones | Adviser and broker | CFP | Atlas | 2013 |
| 8Gregory V. BaharyColts Neck, NJ | Edward Jones | Adviser and broker | CFP | Atlas | 2008 |
| 9Michael BainCresskill, NJ | Edward Jones | Adviser and broker | – | Atlas | 2014 |
| 10Heather BenzWestfield, NJ | Edward Jones | Adviser and broker | CFP | Atlas | 2019 |
144 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.