Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 17,839 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
17,839 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Chad D. AabergDenver, CO | 5280 Associates | Adviser only | – | Atlas | 2006 |
| 2Olle AakermarkOmaha, NE | Charles Schwab & Co., Inc. | Adviser and broker | – | Atlas | 2026 |
| 3Omar AamirWeatherford, TX | Advisory Services Network | Adviser only | – | Atlas | 2026 |
| 4Troy A. AarthunBedford, NH | Rise Private Wealth Management | Adviser only | CFP | Atlas | 2007 |
| 5Ashraf M. AbadirBloomingdale, IL | LPL Financial LLC | Adviser and broker | – | Atlas | 2026 |
| 6Tristan D. AbalosWheaton, IL | Brookstone Capital Management LLC | Adviser only | – | Atlas | 2026 |
| 7Arturo AbarcaOrland Park, IL | Morgan Stanley | Adviser and broker | – | Atlas | 2017 |
| 8Chimaobi AbarikwuGilbert, AZ | Osaic Institutions, Inc. | Adviser and broker | – | Atlas | 2021 |
| 9Mya C. AbateNew York, NY | Wealthspire Advisors | Adviser only | – | Atlas | 2026 |
| 10Brian A. AbatemarcoHerndon, VA | Cedarstream Wealth, LLC | Adviser only | CFP | Atlas | 2017 |
17,829 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.