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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. 1,149 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,149 advisors

Unlock all 1,149
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Peter AbbateLakeland, FLLPL Financial LLCAdviser and broker–Atlas2012
2Hadi W. Abu-AsabTampa, FLLPL Financial LLCAdviser and broker–Atlas2021
3Jacob B. AckermanClearwater, FLLPL Financial LLCAdviser and broker–Atlas2018
4Todd P. AdamsFort Myers, FLLPL Financial LLCAdviser and brokerCFPAtlas1991
5Olga V. AgocsLake Worth, FLLPL Financial LLCAdviser and broker–Atlas2024
6Wilber AguirreMiami, FLLPL Financial LLCAdviser and broker–Atlas2014
7Keith E. AlbrittonLakeland, FLLPL Financial LLCAdviser and brokerCFPAtlas2006
8Matthew K. AlbrittonLakeland, FLLPL Financial LLCAdviser and broker–Atlas2024
9Michael F. AlemanCoral Gables, FLLPL Financial LLCAdviser and broker–Atlas2017
10Thomas J. AltenDelray Beach, FLLPL Financial LLCAdviser and brokerCFPAtlas1997

1,139 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.