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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. 11,734 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

11,734 advisors

Unlock all 11,734
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Naila AbadPineville, NCAmeriprise Financial Services, LLCAdviser and broker–Atlas2025
2Mark A. AbadirRed Bank, NJAmeriprise Financial Services, LLCAdviser and broker–Atlas2004
3Daniel AbankwahCalabasas, CAAmeriprise Financial Services, LLCAdviser and broker–Atlas2021
4Samuel G. AbebeLas Vegas, NVAmeriprise Financial Services, LLCAdviser and broker–Atlas2023
5Aaron B. AbelMiddleton, WIAmeriprise Financial Services, LLCAdviser and broker–Atlas2008
6Jeffrey C. AbelHouston, TXAmeriprise Financial Services, LLCAdviser and broker–Atlas1998
7Douglas AberMelville, NYAmeriprise Financial Services, LLCAdviser and broker–Atlas2009
8Vincent R. AbioWilmington, DEAmeriprise Financial Services, LLCAdviser and broker–Atlas1997
9Brent L. AbneyPortland, ORAmeriprise Financial Services, LLCAdviser and broker–Atlas2021
10Eric AbneyMelville, NYAmeriprise Financial Services, LLCAdviser and brokerCFPAtlas2012

11,724 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.