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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 113 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

113 advisors

Unlock all 113
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert B. Adams Jr.Pahrump, NVEdward JonesAdviser and broker–Atlas2025
2Karen A. AlexanderBoulder City, NVEdward JonesAdviser and broker–Atlas2022
3Brian T. AllmanReno, NVEdward JonesAdviser and brokerCFP, CFAAtlas2013
4Misty L. AmbroseCarson City, NVEdward JonesAdviser and broker–Atlas2022
5Rene Andrade-IxtaMesquite, NVEdward JonesAdviser and broker–Atlas2019
6Michael AshtonCarson City, NVEdward JonesAdviser and broker–Atlas2022
7Araxie BaghdadlianLas Vegas, NVEdward JonesAdviser and broker–Atlas2026
8Ron L. BankofierMinden, NVEdward JonesAdviser and brokerCFPAtlas2007
9Michael C. BarciaReno, NVEdward JonesAdviser and broker–Atlas2011
10Thomas E. BarciaReno, NVEdward JonesAdviser and brokerCFPAtlas2014

103 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.