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

855 advisors

Unlock all 855
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Matthew J. AbarMiami Lakes, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2022
2Samuel E. Acevedo SuarezSaint Augustine, FLFlorida Financial Advisors, LLCAdviser only–Atlas2026
3Patrick J. AckermanNashville, TNFlorida Financial Advisors, LLCAdviser and broker–Atlas2025
4Thomas AdamczykDenver, COFlorida Financial Advisors, LLCAdviser only–Atlas2026
5Luke AdamsPhiladelphia, PAFlorida Financial Advisors, LLCAdviser only–Atlas2026
6Kweku K. AduDallas, TXFlorida Financial Advisors, LLCAdviser only–Atlas2026
7Sarthak AggarwalMiami Lakes, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2026
8Mauricio Aguiar NetoMiami Lakes, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2024
9Odette AguilarWilmington, DEFlorida Financial Advisors, LLCAdviser only–Atlas2026
10Alex AguirreHouston, TXFlorida Financial Advisors, LLCAdviser and broker–Atlas2021

845 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.