Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 26 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
26 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jack AdairNew York, NY | Melius Research | Adviser only | – | Atlas | 2023 |
| 2Jacob Aiken-PhillipsNew York, NY | Melius Research | Adviser only | CFA | Atlas | 2024 |
| 3Mitchell S. AvnetNew York, NY | Melius Research | Adviser and broker | – | Atlas | 2001 |
| 4Samuel BartonNew York, NY | Melius Research | Adviser only | – | Atlas | 2025 |
| 5Patrick A. BogartNew York, NY | Melius Research | Adviser only | – | Atlas | 2025 |
| 6William E. BunzelNew York, NY | Melius Research | Adviser only | – | Atlas | 2026 |
| 7Patrick J. ColemanNew York, NY | Melius Research | Adviser only | – | Atlas | 2024 |
| 8Thomas J. ColucciNew York, NY | Melius Research | Adviser only | – | Atlas | 2024 |
| 9Conor T. CunninghamNew York, NY | Melius Research | Adviser only | – | Atlas | 2022 |
| 10Elizabeth Q. DavisNew York, NY | Melius Research | Adviser only | CFA | Atlas | 2021 |
16 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.