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

452 advisors

Unlock all 452
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1James L. AbercrombieDanville, VAEdward JonesAdviser and broker–Atlas2007
2Anthony AcamporaOakton, VAEdward JonesAdviser and broker–Atlas2024
3August AdrianiFredericksburg, VAEdward JonesAdviser and broker–Atlas2024
4Fletcher E. AllenColonial Heights, VAEdward JonesAdviser and broker–Atlas2020
5James C. AllenMcLean, VAEdward JonesAdviser and broker–Atlas2026
6Julene N. AmayaNorth Chesterfield, VAEdward JonesAdviser and broker–Atlas2026
7Mark J. ApplegateArlington, VAEdward JonesAdviser and broker–Atlas2026
8Kathy L. ArmentroutHarrisonburg, VAEdward JonesAdviser and broker–Atlas2008
9Jessica AshbyWarrenton, VAEdward JonesAdviser and brokerCFPAtlas2008
10Sarah J. AtkinsMarshall, VAEdward JonesAdviser and brokerCFPAtlas2007

442 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.