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. 136 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
136 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Timothy J. AccursoOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2009 |
| 2Abigail R. AllenOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2026 |
| 3Clayton AllisonOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2020 |
| 4Mallory ArmijoOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2010 |
| 5Alex R. AstinOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2019 |
| 6Danielle BallardOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2026 |
| 7John R. BastaracheOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2022 |
| 8Bruce W. BeyerOverland Park, KS | Prime Capital Financial | Adviser and broker | – | Atlas | 2004 |
| 9Stephen M. BrownOverland Park, KS | Prime Capital Financial | Adviser and broker | CFP | Atlas | 2007 |
| 10Christopher L. BurnsOverland Park, KS | Prime Capital Financial | Adviser only | – | Atlas | 2013 |
126 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.