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. 195 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
195 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Virginia E. AaronLos Angeles, CA | Lido | Adviser only | – | Atlas | 2007 |
| 2Myra K. AlportLos Angeles, CA | Lido | Adviser only | – | Atlas | 2012 |
| 3Matthew S. AltmanLos Angeles, CA | Lido | Adviser only | CFP | Atlas | 2016 |
| 4Cody AmbrogiLos Angeles, CA | Lido | Adviser only | – | Atlas | 2022 |
| 5Daniella M. AmoreLos Angeles, CA | Lido | Adviser only | CFP | Atlas | 2022 |
| 6Ramsey M. AndrijevichLos Angeles, CA | Lido | Adviser only | CFP | Atlas | 2020 |
| 7Paul A. AnelloLos Angeles, CA | Lido | Adviser only | – | Atlas | 2005 |
| 8Alex J. AnguloSan Diego, CA | Lido | Adviser only | – | Atlas | 2025 |
| 9Brian W. AppelLos Angeles, CA | Lido | Adviser only | CFP, ChFC | Atlas | 2004 |
| 10Sierra A. ArgyleLos Angeles, CA | Lido | Adviser only | CFP | Atlas | 2019 |
185 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.