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

841 advisors

Unlock all 841
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Steven R. AbbottNew York, NYEquitable Advisors, LLCAdviser and broker–Atlas2026
2Ryan M. AcostaNew York, NYEquitable Advisors, LLCAdviser and broker–Atlas2026
3Samson AkinyooyeMelville, NYEquitable Advisors, LLCAdviser and broker–Atlas2019
4Armand P. AlaverdianNew York, NYEquitable Advisors, LLCAdviser and broker–Atlas2001
5Samuel E. AlbersNew York, NYEquitable Advisors, LLCAdviser and broker–Atlas2026
6Gregory P. AlerteRockville Centre, NYEquitable Advisors, LLCAdviser and broker–Atlas2021
7Charles J. AlfaroNew Rochelle, NYEquitable Advisors, LLCAdviser and broker–Atlas2021
8Louis J. AlgiereMiddletown, NYEquitable Advisors, LLCAdviser and broker–Atlas2024
9Essam AlhumozNew York, NYEquitable Advisors, LLCAdviser and broker–Atlas2025
10Finn I. AllenNew York, NYEquitable Advisors, LLCAdviser and broker–Atlas2025

831 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.