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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. 398,212Registered 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. 709 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

709 advisors

Unlock all 709
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Yaldez Abdel SamedJohnston, RICitizens Securities, Inc.Adviser and broker–Atlas2009
2Alex R. AbornJohnston, RICitizens Securities, Inc.Adviser and broker–Atlas2023
3Christopher H. AdamsNaples, FLCitizens Securities, Inc. +1 moreAdviser and brokerCFAAtlas2019
4Collin J. AhearnJohnston, RICitizens Securities, Inc.Adviser and broker–Atlas2023
5Sara Al-ObaidiRocky River, OHCitizens Securities, Inc.Adviser and broker–Atlas2026
6John J. AlessiEast Milton, MACitizens Securities, Inc.Adviser and broker–Atlas2006
7Maximilian AlsarrafWoburn, MACitizens Securities, Inc.Adviser and brokerCFPAtlas2022
8Cynthia AlstonMenlo Park, CACitizens Securities, Inc. +1 moreAdviser and broker–Atlas2014
9Reina AlvarezCorona, CACitizens Securities, Inc.Adviser and broker–Atlas2018
10Evan M. AndreasPittsburgh, PACitizens Securities, Inc.Adviser and broker–Atlas2020

699 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.