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

194 advisors

Unlock all 194
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eliana A. AkoughMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2023
2Sadie M. AlbisMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2025
3Erica C. AmendaMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2013
4Joel R. AndersonMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2007
5Matthew M. AndersonMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2010
6Geoffrey L. AsterMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2007
7John J. Barrett Sr.Brookfield, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2002
8Carmeleta E. BeagleMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2025
9Bryan B. BeauchampMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2025
10Krista M. BelscamperMilwaukee, WINorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas1999

184 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.