Friday, October 30, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

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FP Wells Fargo raises hurdle for higher advisor payouts for first time in 5 yearsWM Schwab Survey: RIAs Are Shifting Growth Focus Beyond AUM to New Clients, ReferralsIN AI operating system race heats up as Nevis raises $70 millionFP When should RIAs hand clients to next-generation advisors?IN Taxes, alts, in the education spotlight at Schwab IMPACTIN Ameriprise’s Cracchiolo: There’s no retention program hereIN Schwab tells RIAs its wealth arm isn’t 'competing for new business'WM LPL-Affiliated Firm Sues Former Advisor, Cetera for Soliciting Clients, Stealing DataIN Vestmark, Allspring team up on advisor-built model portfoliosIN A successful AI workforce isn’t about agents, says Humanity Labs CEO
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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. 442,968Registered advisersEvery investment adviser representative
  2. 339,789Dually registered77% are also broker reps
  3. 103,179Adviser onlyNot registered with a broker-dealer
  4. 26,923FirmsWhere they're registered
  5. 64,474CFPs12,244 CFAs, 13,957 ChFCs

From the SEC’s compilation report of October 30, 2026, refreshed every morning. +84 since the file before. 38 firm joins and 233 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
1Philip DevriesAlto, MIRbs Wealth ManagementAdviser only–Atlas2026
2Adam W. MinorAlto, MIRbs Wealth ManagementAdviser only–Atlas2023
3Ryan B. StephenAlto, MIRbs Wealth ManagementAdviser only–Atlas2009

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.