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FinancialADVSR

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

117 advisors

Unlock all 117
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Vartan AbramyanRedmond, WAState Farm Investment Management Corp.Adviser and broker–Atlas2025
2Callie A. ArmstrongVancouver, WAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2023
3Denton AtkinsonLake Stevens, WAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2021
4Lisa M. AtkinsonBurlington, WAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2023
5Katie N. Au KellyBellevue, WAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2023
6Alexander BagdasarovMountlake Terrace, WAState Farm Investment Management Corp.Adviser and broker–Atlas2018
7Melanie M. BakalaShelton, WAState Farm Investment Management Corp.Adviser and broker–Atlas2021
8James E. Banks Jr.Lake Stevens, WAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2022
9John E. BeasleySpokane, WAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2023
10Keith O. Browne IIBellingham, WAState Farm Investment Management Corp.Adviser and broker–Atlas2023

107 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.