Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 310 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
310 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Amanda T. AdamsNorth Attleborough, MA | Concurrent Investment Advisors, LLC | Adviser and broker | CFP | Atlas | 2018 |
| 2Christopher S. AireyMcLean, VA | Concurrent Investment Advisors, LLC | Adviser and broker | CFP | Atlas | 2000 |
| 3Steven G. AlbrittonLakewood Ranch, FL | Concurrent Investment Advisors, LLC | Adviser and broker | CFP | Atlas | 2001 |
| 4George A. ArkyTampa, FL | Concurrent Investment Advisors, LLC | Adviser only | CFP | Atlas | 2002 |
| 5Vincent Arnold IIITampa, FL | Concurrent Investment Advisors, LLC | Adviser only | CFP | Atlas | 2023 |
| 6Eduardo AugstenPinecrest, FL | Concurrent Investment Advisors, LLC +1 more | Adviser and broker | – | Atlas | 2015 |
| 7Sean BacksMcLean, VA | Concurrent Investment Advisors, LLC | Adviser only | – | Atlas | 2025 |
| 8Timothy W. BaileyTampa, FL | Concurrent Investment Advisors, LLC | Adviser only | – | Atlas | 2022 |
| 9David G. BalandTampa, FL | Concurrent Investment Advisors, LLC | Adviser and broker | – | Atlas | 1993 |
| 10Amir A. BararTampa, FL | Concurrent Investment Advisors, LLC | Adviser and broker | – | Atlas | 2001 |
300 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.