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

33 advisors

Unlock all 33
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joshua BestLeesburg, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
2Aaron BlackburnFredericksburg, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2022
3Claden C. ConnellWilliamsburg, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2026
4Andrew C. DayStafford, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
5Khoanam DuongFalls Church, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2008
6Chelsea G. FosterRichmond, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
7Elyse Dawn FragataAnnandale, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2020
8Faith D. GoodwinArlington, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2021
9Margaret GuidoAlexandria, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2020
10Thomas M. HasnyArlington, VAJ.P. Morgan Securities LLCAdviser and broker–Atlas2011

23 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.