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

436 advisors

Unlock all 436
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Thomas G. AboodNaples, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2001
2Dara AbrahamTampa, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2025
3Ivan AcimovicMiami Beach, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2022
4Eric J. AckermanJupiter, FLTruist Advisory Services, Inc.Adviser and brokerCFPAtlas2022
5Alexander G. AguileraCoral Gables, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2025
6John L. AkinSarasota, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2016
7Mohamad AlhalwaniOrlando, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2017
8Sean M. AllenApoka, FLTruist Advisory Services, Inc.Adviser and brokerCFPAtlas2016
9Chandler T. AltmanLake Mary, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2017
10Anibal AlvaradoBal Harbor, FLTruist Advisory Services, Inc.Adviser and broker–Atlas2026

426 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.