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

83 advisors

Unlock all 83
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Omer AbramovichMinneapolis, MNCliftonlarsonallen Wealth Advisors, LLCAdviser and brokerCFPAtlas2013
2Graham S. AchesonMinneapolis, MNCliftonlarsonallen Wealth Advisors, LLCAdviser onlyCFAAtlas2026
3Casey G. AndersonMinneapolis, MNCliftonlarsonallen Wealth Advisors, LLCAdviser and brokerCFPAtlas2014
4Ryan M. BaumbachRochester, MNCliftonlarsonallen Wealth Advisors, LLCAdviser and broker–Atlas2018
5Brian R. BevanSalt Lake City, UTCliftonlarsonallen Wealth Advisors, LLCAdviser and brokerCFPAtlas2008
6Nathan D. BodartMinneapolis, MNCliftonlarsonallen Wealth Advisors, LLCAdviser onlyCFPAtlas2019
7Timothy H. BolinskiKing Of Prussia, PACliftonlarsonallen Wealth Advisors, LLCAdviser and brokerCFPAtlas2017
8Robert D. BoscoMinneapolis, MNCliftonlarsonallen Wealth Advisors, LLCAdviser and brokerCFPAtlas2010
9Rebecca BostwickMinneapolis, MNCliftonlarsonallen Wealth Advisors, LLCAdviser only–Atlas2018
10Reece BrownMinneapolis, MNCliftonlarsonallen Wealth Advisors, LLCAdviser only–Atlas2026

73 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.