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FinancialADVSR

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

412 advisors

Unlock all 412
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1William V. AcostaTempe, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2010
2Sydney R. AffholderScottsdale, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2022
3Michael C. AkinsTempe, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
4Blake W. AllisonPhoenix, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
5Jose AlpizarTempe, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
6Anjila AmichoTempe, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
7Ryan AmyPhoenix, AZJ.P. Morgan Securities LLCAdviser and brokerCFPAtlas2017
8Robert W. AndersonGlendale, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2016
9Caroline M. AndreenPhoenix, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
10Alexander E. ArcherTempe, AZJ.P. Morgan Securities LLCAdviser and broker–Atlas2024

402 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.