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

62 advisors

Unlock all 62
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Lauren B. AlthausMinneapolis, MNThrivent Advisor Network, LLCAdviser and brokerCFP, ChFCAtlas2002
2Matthew G. AndersonMinneapolis, MNThrivent Investment Management Inc. +1 moreAdviser and broker–Atlas2013
3Zachary S. AndersonMinneapolis, MNThrivent Advisor Network, LLCAdviser and broker–Atlas2006
4David BeiseMinnetonka, MNThrivent Advisor Network, LLCAdviser and brokerChFCAtlas2006
5David BelotteMinneapolis, MNThrivent Advisor Network, LLCAdviser and broker–Atlas2013
6Luke BergeEdina, MNThrivent Advisor Network, LLCAdviser and brokerCFPAtlas2022
7Colin BerndMinneapolis, MNThrivent Advisor Network, LLCAdviser and broker–Atlas2020
8Nolan BowesMinneapolis, MNThrivent Advisor Network, LLCAdviser only–Atlas2026
9Davon BultemeierMinneapolis, MNThrivent Advisor Network, LLCAdviser and broker–Atlas2003
10Mark A. ChamounMinneapolis, MNThrivent Advisor Network, LLCAdviser and broker–Atlas2025

52 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.