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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. 21,461 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

21,461 advisors

Unlock all 21,461
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan P. AalbuSpearfish, SDEdward JonesAdviser and broker–Atlas2026
2Tracy H. AalvikLongview, WAEdward JonesAdviser and broker–Atlas2008
3David M. AbalosLambertville, MIEdward JonesAdviser and broker–Atlas1999
4Nicholas D. AbalosTemperance, MIEdward JonesAdviser and broker–Atlas2012
5Benito Abarca-SanchezChico, CAEdward JonesAdviser and broker–Atlas2017
6James D. AbarquezStuart, FLEdward JonesAdviser and brokerCFP, ChFCAtlas2013
7Kristina A. AbarquezPalm City, FLEdward JonesAdviser and broker–Atlas2008
8Ashley R. AbbasChariton, IAEdward JonesAdviser and broker–Atlas2026
9Kyle AbbotFair Haven, NJEdward JonesAdviser and broker–Atlas2011
10Arthur K. AbbottAndrews, TXEdward JonesAdviser and brokerChFCAtlas2012

21,451 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.