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

43 advisors

Unlock all 43
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kaden AdamsAndover, KSEquitable Advisors, LLCAdviser and broker–Atlas2014
2Grant A. AshWichita, KSEquitable Advisors, LLCAdviser and broker–Atlas2025
3Mark L. BegleyAtchison, KSEquitable Advisors, LLCAdviser and broker–Atlas1998
4Gabriel D. BuckbeeWichita, KSEquitable Advisors, LLCAdviser and broker–Atlas2023
5Drew T. CharbonneauOverland Park, KSEquitable Advisors, LLCAdviser and broker–Atlas2026
6Andy J. CroucherOverland Park, KSEquitable Advisors, LLCAdviser and broker–Atlas2021
7Max M. DetwilerOverland Park, KSEquitable Advisors, LLCAdviser and broker–Atlas2018
8Ryan J. EllisOverland Park, KSEquitable Advisors, LLCAdviser and broker–Atlas2014
9Sarah R. ElyacharOverland Park, KSEquitable Advisors, LLCAdviser and broker–Atlas2021
10David J. EwertWichita, KSEquitable Advisors, LLCAdviser and broker–Atlas2006

33 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.