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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 139 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

139 advisors

Unlock all 139
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bryan T. AdkisonMansfield, TXFrost Investment ServicesAdviser and broker–Atlas2017
2Brian S. AlphinMansfield, TXFrost Investment ServicesAdviser and broker–Atlas2017
3William AlvarezSan Antonio, TXFrost Investment ServicesAdviser and broker–Atlas2025
4Gilbert M. AraizaSan Antonio, TXFrost Investment ServicesAdviser and brokerCFPAtlas2003
5Flora D. ArdonHouston, TXFrost Investment ServicesAdviser and broker–Atlas2024
6Alex R. BahunAustin, TXFrost Investment ServicesAdviser and broker–Atlas2017
7John B. BankeAustin, TXFrost Investment ServicesAdviser and broker–Atlas2015
8Natalya BarnettAustin, TXFrost Investment ServicesAdviser and broker–Atlas2022
9Brandon C. BighamFort Worth, TXFrost Investment ServicesAdviser and brokerCFPAtlas2014
10Joshua A. BlackSan Antonio, TXFrost Investment ServicesAdviser and brokerCFPAtlas2015

129 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.