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

154 advisors

Unlock all 154
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Donald J. AccardoMacomb, MIFifth Third Securities, Inc.Adviser and broker–Atlas2016
2Ojie AlofojeNorthville, MIFifth Third Securities, Inc.Adviser and broker–Atlas2020
3Scott AndersonSpring Arbor, MIFifth Third Securities, Inc.Adviser and brokerCFPAtlas2011
4Karen J. AnsonCaledonia, MIFifth Third Securities, Inc.Adviser and broker–Atlas2025
5Christopher AnteauLambertville, MIFifth Third Securities, Inc.Adviser and broker–Atlas2008
6Gabrielle AplinGrandville, MIFifth Third Securities, Inc.Adviser and broker–Atlas2026
7Stella ArnautGrand Blanc, MIFifth Third Securities, Inc.Adviser and broker–Atlas2019
8Matthew BaileyBrighton, MIFifth Third Securities, Inc.Adviser and broker–Atlas2024
9Ronald S. Baptist II IITroy, MIFifth Third Securities, Inc.Adviser and broker–Atlas2021
10Andrew BarneyFerrysburg, MIFifth Third Securities, Inc.Adviser and broker–Atlas2025

144 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.