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

104 advisors

Unlock all 104
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael R. AlefNew Albany, MSLPL Financial LLCAdviser and broker–Atlas2007
2David N. AlfordBruce, MSLPL Financial LLCAdviser and broker–Atlas1999
3Alexandria V. AucoinLexington, MSLPL Financial LLCAdviser and broker–Atlas2022
4Michelle O. BaileyCleveland, MSLPL Financial LLCAdviser and broker–Atlas2008
5John M. BairdRidgeland, MSLPL Financial LLCAdviser and broker–Atlas2005
6Diane M. BardonStarkville, MSLPL Financial LLCAdviser and broker–Atlas2015
7Fred A. Bell IIIOxford, MSLPL Financial LLCAdviser and broker–Atlas2017
8George W. Birdrow IIIBiloxi, MSLPL Financial LLCAdviser and broker–Atlas2002
9Beverly V. Bishop IIRidgeland, MSLPL Financial LLCAdviser and broker–Atlas2006
10Angela N. BlanksJackson, MSLPL Financial LLCAdviser and broker–Atlas2007

94 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.