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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. 251 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

251 advisors

Unlock all 251
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mikael AbittanEmporium, PAState Farm Investment Management Corp.Adviser and broker–Atlas2025
2Alicia Alexander FisherLancaster, PAState Farm Investment Management Corp.Adviser and broker–Atlas2026
3Bradley T. ApplebyScottdale, PAState Farm Investment Management Corp.Adviser and broker–Atlas2024
4Mark E. ArmstrongFlourtown, PAState Farm Investment Management Corp.Adviser and broker–Atlas2024
5Joanna L. BadgerBeaver, PAState Farm Investment Management Corp.Adviser and broker–Atlas2024
6James D. BairMoon Township, PAState Farm Investment Management Corp.Adviser and broker–Atlas2023
7Matt J. BalkeQuakertown, PAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2023
8Thomas S. BartholomewMacungie, PAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2006
9Deborah A. BeachCatasauqua, PAState Farm Investment Management Corp.Adviser and broker–Atlas2023
10Adam C. BennettAthens, PAState Farm Investment Management Corp.Adviser and broker–Atlas2019

241 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.