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Est. 2026The front page of wealth managementNew York

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IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA Program
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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. 397 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

397 advisors

Unlock all 397
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Andrew AcostaShelton, CTCentaurus Financial, Inc.Adviser and broker–Atlas2023
2John G. AdamsHayden, IDCentaurus Financial, Inc.Adviser and brokerCFPAtlas2011
3David W. AndersenAnaheim, CACentaurus Financial, Inc.Adviser and broker–Atlas2018
4Chad M. AndersonIrvine, CACentaurus Financial, Inc.Adviser and broker–Atlas2019
5Levi D. AndersonLeesburg, VACentaurus Financial, Inc.Adviser and broker–Atlas2021
6Kenneth AnnaloroSan Juan Capistrano, CACentaurus Financial, Inc.Adviser and broker–Atlas2012
7Deborah C. AnselmoLafayette, LACentaurus Financial, Inc.Adviser and broker–Atlas2006
8Michelle E. AnthonyTucson, AZCentaurus Financial, Inc.Adviser and broker–Atlas2006
9James M. AppelSanta Barbara, CACentaurus Financial, Inc.Adviser and brokerChFCAtlas2015
10Aristo C. AranaSpokane, WACentaurus Financial, Inc.Adviser and broker–Atlas2021

387 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.