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

344 advisors

Unlock all 344
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael G. AddorAnn Arbor, MIHantz Financial Services, Inc.Adviser and brokerCFP, ChFCAtlas2011
2Daniel AlarieBay City, MIHantz Financial Services, Inc.Adviser only–Atlas2024
3Cameron AllenCanton, MIHantz Financial Services, Inc.Adviser only–Atlas2020
4Carlie C. AndersonSault Ste. Marie, MIHantz Financial Services, Inc.Adviser and broker–Atlas2010
5Corbin P. AndresDavison, MIHantz Financial Services, Inc.Adviser and broker–Atlas2024
6Chad J. AntoneSouthfield, MIHantz Financial Services, Inc.Adviser and broker–Atlas2025
7Darin M. ApreaGrandville, MIHantz Financial Services, Inc.Adviser and brokerCFPAtlas2024
8Kassem M. AtwiAnn Arbor, MIHantz Financial Services, Inc.Adviser and broker–Atlas2023
9Matthew T. BabcockTecumseh, MIHantz Financial Services, Inc.Adviser and brokerChFCAtlas2011
10Bryce BarteckSouthfield, MIHantz Financial Services, Inc.Adviser and brokerCFP, ChFCAtlas2018

334 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.