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

386 advisors

Unlock all 386
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Marco F. AcostaMadison, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2018
2Wilson AdubasimDenville, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
3Jorge AguilarFort Lee, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
4Christian AlinoToms River, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
5Tamara AlterElizabeth, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2021
6Sarah M. Aly MahrousChester, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
7Annabella AndiorioSummit, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
8Christopher J. ArditiManasquan, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2010
9Darren ArmettaBrick, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2010
10Chitra AroraMonmouth Junction, NJJ.P. Morgan Securities LLCAdviser and broker–Atlas2011

376 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.