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

307 advisors

Unlock all 307
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Margaret AdamchakBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2020
2Malin R. AdamsBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
3Kendrick AgyapongBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
4Samuel AhernBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
5Peter M. AielloBrookline, MAJ.P. Morgan Securities LLCAdviser and brokerCFPAtlas2022
6Taleh AliyevBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2018
7Rye AlleyBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
8Steven AndersonBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2020
9Hunter M. AndrewBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2022
10Maureen F. AustinBoston, MAJ.P. Morgan Securities LLCAdviser and broker–Atlas2008

297 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.