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FinancialADVSR

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. 2,953 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

2,953 advisors

Unlock all 2,953
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Samuel M. AamotBeverly Hills, CALPL Financial LLCAdviser and broker–Atlas2024
2Fred D. AbajeloSan Jose, CALPL Financial LLCAdviser and broker–Atlas2001
3Mahmoud S. AbdelhalemSan Diego, CALPL Financial LLCAdviser and broker–Atlas2004
4Nicholas A. AbelowSouth Lake Tahoe, CALPL Financial LLCAdviser and broker–Atlas2004
5Antoine S. Abi NaderNorthridge, CALPL Financial LLCAdviser and broker–Atlas2004
6Nasar AboubakareHuntington Beach, CALPL Financial LLCAdviser and broker–Atlas2019
7Samee AboubakareHuntington Beach, CALPL Financial LLCAdviser and broker–Atlas2024
8Raymond C. AbracosaTorrance, CALPL Financial LLCAdviser and broker–Atlas2004
9Kamie L. AbrahamWestlake Village, CALPL Financial LLCAdviser and brokerCFPAtlas2015
10Reuben AbrahamNewport Beach, CALPL Financial LLCAdviser and broker–Atlas2024

2,943 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.