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Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 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. 483 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

483 advisors

Unlock all 483
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Chimaobi AbarikwuGilbert, AZOsaic Institutions, Inc.Adviser and broker–Atlas2021
2Rosemary C. AbreuNew York, NYOsaic Institutions, Inc.Adviser and broker–Atlas2021
3Joshua R. AdkinsJohnson City, TNOsaic Institutions, Inc.Adviser and broker–Atlas2022
4Dexter K. AlbrechtGrand Forks, NDOsaic Institutions, Inc.Adviser and broker–Atlas2015
5Julia AldersonKilmarnock, VAOsaic Institutions, Inc.Adviser and broker–Atlas2022
6Christian T. AlgerHarrisonburg, VAOsaic Institutions, Inc.Adviser and broker–Atlas2026
7Brian J. AllsopCanton, MAOsaic Institutions, Inc.Adviser and broker–Atlas2006
8Mark H. AndersonMinnetonka, MNOsaic Institutions, Inc.Adviser and brokerCFPAtlas2020
9Adrian A. AndreottaSouthington, CTOsaic Institutions, Inc.Adviser and brokerCFPAtlas2011
10Jason M. ApruzzeseSouth Windsor, CTOsaic Institutions, Inc.Adviser and broker–Atlas2008

473 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.