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FinancialADVSR

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. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 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. 427 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

427 advisors

Unlock all 427
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Colin J. AhernMinneapolis, MNRBC Capital Markets, LLCAdviser and broker–Atlas2024
2Theresa S. AlewineMinneapolis, MNRBC Capital Markets, LLCAdviser and broker–Atlas2013
3Peter C. AlexanderSt. Cloud, MNRBC Capital Markets, LLCAdviser and broker–Atlas2013
4Daniel AlkhouryMinneapolis, MNRBC Capital Markets, LLCAdviser and broker–Atlas2025
5Ryan W. AlsteadWayzata, MNRBC Capital Markets, LLCAdviser and broker–Atlas2013
6Brooke K. AndersonMinneapolis, MNRBC Capital Markets, LLCAdviser and brokerCFPAtlas2019
7Dale E. AndersonMinneapolis, MNRBC Capital Markets, LLCAdviser and broker–Atlas2013
8Eric W. AndersonMinneapolis, MNRBC Capital Markets, LLCAdviser and broker–Atlas2013
9Reid D. AndersonMinneapolis, MNRBC Capital Markets, LLCAdviser and broker–Atlas2007
10Isaac W. ArmitageMinneapolis, MNRBC Capital Markets, LLCAdviser and broker–Atlas2024

417 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.