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

417 advisors

Unlock all 417
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Armando AcostaMiami, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2013
2Michelle AdlerBoca Raton, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2009
3Isabella AdlouniTampa, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2016
4Santiago AgudeloMiami, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2018
5Hazel AguilarMiami, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2021
6Alina AkchurinaAventura, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2020
7Charles E. AlbingerWest Palm Beach, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2021
8Cesar A. AlonsoMiami, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2008
9Melissa AlonzoMiami, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2022
10Diana AlvarezMiami, FLCitigroup Global Markets Inc.Adviser and broker–Atlas2021

407 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.