Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayIN Leading RIAs – EastIN Schwab IMPACT 2026 full conference coverageIN The pace of advisors going RIA is quickening, says Advisory Services Network’s Trey PrescottIN Schwab launches National RIA Day to recruit students into advisor industryIN Schwab IMPACT 2026 kicks off in BostonFP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?
AtlasFinancial ADVSR
Open free

Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 442,755Registered advisersEvery investment adviser representative
  2. 339,660Dually registered77% are also broker reps
  3. 103,095Adviser onlyNot registered with a broker-dealer
  4. 26,913FirmsWhere they're registered
  5. 64,442CFPs12,236 CFAs, 13,947 ChFCs

From the SEC’s compilation report of October 28, 2026, refreshed every morning. +145 since the file before. 63 firm joins and 168 departures in the latest file. 3 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3 advisors

Unlock all 3
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Edward J. ColeMarina Del Rey, CACross Border Financial Planning USA LLCAdviser only–Atlas2022
2Jameson CoslowPhiladelphia, PACross Border Financial Planning USA LLCAdviser only–Atlas2023
3Jason K. WalkerPhiladelphia, PACross Border Financial Planning USA LLCAdviser only–Atlas2015

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.