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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. 5,933 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

5,933 advisors

Unlock all 5,933
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Erik AakerWestlake, TXCharles Schwab & Co., Inc.Adviser and broker–Atlas2004
2Olle AakermarkOmaha, NECharles Schwab & Co., Inc.Adviser and broker–Atlas2026
3Thomas J. AaronsWestlake, TXCharles Schwab & Co., Inc.Adviser and broker–Atlas2011
4George AarsheimCorte Madera, CACharles Schwab & Co., Inc.Adviser and broker–Atlas2025
5Angelo Ven C. AbantePhoenix, AZCharles Schwab & Co., Inc.Adviser and broker–Atlas2021
6Jonathan M. AbdallahSpokane, WACharles Schwab & Co., Inc.Adviser and broker–Atlas2019
7Sabrina AbdelaatyParamus, NJCharles Schwab & Co., Inc.Adviser and broker–Atlas2015
8Omar M. AbdelshifePhoenix, AZCharles Schwab & Co., Inc.Adviser and broker–Atlas2025
9Hamid AbdollahiOrlando, FLCharles Schwab & Co., Inc.Adviser and broker–Atlas2018
10Robert G. AbdulMillburn, NJCharles Schwab & Co., Inc.Adviser and broker–Atlas2024

5,923 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.