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

199 advisors

Unlock all 199
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Aaron BachelorTopeka, KSCreativeone Wealth, LLCAdviser only–Atlas2022
2Kevin P. BardOverland Park, KSCreativeone Wealth, LLCAdviser only–Atlas2012
3Daniel J. BartholomewOverland Park, KSCreativeone Wealth, LLCAdviser only–Atlas2019
4Susan K. BartlettLawrence, KSCreativeone Wealth, LLCAdviser only–Atlas2023
5Robert L. Barton IIWake Forest, NCCreativeone Wealth, LLCAdviser only–Atlas2018
6Samuel H. BeallOverland Park, KSCreativeone Wealth, LLCAdviser and broker–Atlas2025
7Benjamin R. BeasleyLakewood, COCreativeone Wealth, LLCAdviser only–Atlas2025
8Shari L. BevanOverland Park, KSCreativeone Wealth, LLCAdviser onlyChFCAtlas2017
9Michael J. BeyersdorfFarmington, MICreativeone Wealth, LLCAdviser only–Atlas2024
10Carolyn S. BishopOverland Park, KSCreativeone Wealth, LLCAdviser onlyCFPAtlas1995

189 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.