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

208 advisors

Unlock all 208
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert J. AngeliCamp Hill, PALPL Enterprise, LLCAdviser and broker–Atlas2011
2Nicholas AttanasioWarrington, PALPL Enterprise, LLCAdviser and broker–Atlas2026
3Peter J. Barrasse Jr.Dalton, PALPL Enterprise, LLCAdviser and broker–Atlas2011
4Sita BastolaCamp Hill, PALPL Enterprise, LLCAdviser and broker–Atlas2025
5Gregory C. BauerBirdsboro, PALPL Enterprise, LLCAdviser and brokerChFCAtlas2011
6Harry F. BeckCranberry Township, PALPL Enterprise, LLCAdviser and broker–Atlas2022
7Hunter BentzWarrington, PALPL Enterprise, LLCAdviser and broker–Atlas2024
8Brent E. BerndSouderton, PALPL Enterprise, LLCAdviser and broker–Atlas2011
9Nathan A. BlylerCamp Hill, PALPL Enterprise, LLCAdviser and broker–Atlas2026
10Ryan F. BrandonJohnstown, PALPL Enterprise, LLCAdviser and broker–Atlas2013

198 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.