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

54 advisors

Unlock all 54
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Megan K. AlexanderTimnath, COEquitable Advisors, LLCAdviser and broker–Atlas2024
2Halsten BarszczGreenwood Village, COEquitable Advisors, LLCAdviser and broker–Atlas2026
3Mackenzie BeebeGreenwood Village, COEquitable Advisors, LLCAdviser and broker–Atlas2026
4Noah BrownArvada, COEquitable Advisors, LLCAdviser and broker–Atlas2022
5Gabriel C. CaldwellGreenwood Village, COEquitable Advisors, LLCAdviser and broker–Atlas2026
6Nicholas J. CamarellaColorado Springs, COEquitable Advisors, LLCAdviser and broker–Atlas2014
7Matthew K. CampbellColorado Springs, COEquitable Advisors, LLCAdviser and broker–Atlas2005
8Ian A. CookGreenwood Village, COEquitable Advisors, LLCAdviser and broker–Atlas2008
9Kelly G. DanielSeverance, COEquitable Advisors, LLCAdviser and broker–Atlas1999
10Joseph J. DefuscoMinturn, COEquitable Advisors, LLCAdviser and broker–Atlas2026

44 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.