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. 80 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
80 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Courtney M. AbrechtFrederick, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2014 |
| 2Gabriel X. AdamsWaldorf, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2009 |
| 3Sucharu R. AroraColumbia, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2008 |
| 4Donna F. BarksdaleOwings Mills, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2016 |
| 5Charles J. BealLaurel, MD | Truist Advisory Services, Inc. | Adviser and broker | ChFC | Atlas | 2003 |
| 6Shampa BeraRockville, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2016 |
| 7Rahul BhattiColumbia, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2021 |
| 8Gary W. Bieniasz Jr.Edgewater, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2005 |
| 9John M. BorthBaltimore, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 1999 |
| 10Kelly L. BorthBaltimore, MD | Truist Advisory Services, Inc. | Adviser and broker | – | Atlas | 2023 |
70 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.