Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 132 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
132 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Justin R. AlbrechtFort Washington, PA | Lincoln Investment +1 more | Adviser and broker | – | Atlas | 2021 |
| 2Brian D. AlchermesFort Washington, PA | Lincoln Investment +1 more | Adviser and broker | – | Atlas | 2021 |
| 3Anthony T. BeckerScarsdale, NY | Lincoln Investment +1 more | Adviser and broker | CFP | Atlas | 2021 |
| 4Barbara BeckerCobleskill, NY | Lincoln Investment | Adviser and broker | – | Atlas | 2021 |
| 5Nicholas J. BeiterEast Syracuse, NY | Lincoln Investment +1 more | Adviser and broker | – | Atlas | 2021 |
| 6Aaron BerlowHarrison, NY | Lincoln Investment | Adviser and broker | – | Atlas | 2025 |
| 7Ronald H. BernsteinGreat Neck, NY | Lincoln Investment +1 more | Adviser and broker | CFP | Atlas | 2002 |
| 8Matthew BirdFort Washington, PA | Lincoln Investment +1 more | Adviser and broker | – | Atlas | 2023 |
| 9Thomas F. BirdSyracuse, NY | Lincoln Investment +1 more | Adviser and broker | – | Atlas | 2021 |
| 10Nicholas BorkowskiSouth Setauket, NY | Lincoln Investment +1 more | Adviser and broker | – | Atlas | 2021 |
122 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.