Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 205 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
205 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Carl A. AdkinsCincinnati, OH | Summit Financial, LLC | Adviser only | CFP | Atlas | 2007 |
| 2Andrew AdolphColumbus, OH | Summit Financial, LLC | Adviser only | – | Atlas | 2023 |
| 3Noah P. AlweissHallandale Beach, FL | Summit Financial, LLC | Adviser only | – | Atlas | 2011 |
| 4Ron M. AmirNewport Beach, CA | Summit Financial, LLC | Adviser and broker | CFP | Atlas | 2008 |
| 5Margaret R. AndersonMillersville, MD | Summit Financial, LLC | Adviser only | – | Atlas | 2002 |
| 6Matthew P. AndersonColumbus, OH | Summit Financial, LLC | Adviser only | CFP | Atlas | 2003 |
| 7Peter J. AndersonSheridan, MT | Summit Financial, LLC | Adviser only | – | Atlas | 2023 |
| 8Pei-Chin AndrewDublin, OH | Summit Financial, LLC | Adviser and broker | CFP, ChFC | Atlas | 2009 |
| 9Amy B. ArmstrongBlue Bell, PA | Summit Financial, LLC +1 more | Adviser only | – | Atlas | 2007 |
| 10Robert B. Armstrong Jr.Parsippany, NJ | Summit Financial, LLC | Adviser and broker | – | Atlas | 2002 |
195 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.