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

135 advisors

Unlock all 135
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher AbernethyNorman, OKLPL Financial LLCAdviser and broker–Atlas2024
2Kristin A. AfelumoBixby, OKLPL Financial LLCAdviser only–Atlas2015
3Brandon W. AlleeAnadarko, OKLPL Financial LLCAdviser and broker–Atlas2013
4Stephen P. AugustTulsa, OKLPL Financial LLCAdviser and broker–Atlas1996
5Tom K. BarclayBartlesville, OKLPL Financial LLCAdviser and brokerCFPAtlas1996
6Deirdre Y. BarnesYukon, OKLPL Financial LLCAdviser and broker–Atlas1999
7Phillip M. BellTulsa, OKLPL Financial LLCAdviser and brokerCFPAtlas2008
8Alisonn L. BestOklahoma City, OKLPL Financial LLCAdviser and brokerCFPAtlas2005
9Jared L. BestOklahoma City, OKLPL Financial LLCAdviser and broker–Atlas2001
10Brian J. BizjackTulsa, OKLPL Financial LLCAdviser and broker–Atlas2017

125 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.