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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 5,233 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

5,233 advisors

AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christina M. AbbeyFort Collins, CORaymond James & Associates, Inc.Adviser and broker–Atlas2014
2Ashley G. AbbottLoganville, GARaymond James & Associates, Inc.Adviser and broker–Atlas2008
3Mark T. AbbottSt. Petersburg, FLRaymond James & Associates, Inc.Adviser and broker–Atlas2006
4Kristi-Anna C. AbdooOklahoma City, OKRaymond James & Associates, Inc.Adviser and broker–Atlas2023
5Scott L. AbeeRaleigh, NCRaymond James & Associates, Inc.Adviser and broker–Atlas2007
6Jason N. AbelesSarasota, FLRaymond James & Associates, Inc.Adviser and broker–Atlas2008
7Samuel J. AbernathyFranklin, TNRaymond James & Associates, Inc.Adviser and broker–Atlas2020
8Brittany R. AblesFairhope, ALRaymond James & Associates, Inc.Adviser and broker–Atlas2025
9Bassem M. Abou-ZeidMinneapolis, MNRaymond James & Associates, Inc.Adviser and broker–Atlas2008
10Brian T. AbrahamPeoria Heights, ILRaymond James & Associates, Inc.Adviser and broker–Atlas2004

5,223 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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.