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. 93,383 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
93,383 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Chad D. AabergDenver, CO | 5280 Associates | Adviser only | – | Atlas | 2006 |
| 2Gregory S. AagaardNaperville, IL | Rai Wealth | Adviser only | CFP | Atlas | 2005 |
| 3Omar AamirWeatherford, TX | Advisory Services Network | Adviser only | – | Atlas | 2026 |
| 4Brian N. AamlidSioux Falls, SD | Cwm, LLC | Adviser only | CFP | Atlas | 2018 |
| 5Robert P. AamodtFarmington, UT | Wealth Enhancement Advisory Services, LLC | Adviser only | CFP | Atlas | 1998 |
| 6Thomas V. AamotMinneapolis, MN | Calhoun Financial Planning And Management | Adviser only | – | Atlas | 2014 |
| 7Bryan S. AanderudWinona Lake, IN | Sym Financial Advisors | Adviser only | – | Atlas | 2026 |
| 8Rebecca A. AardalCentennial, CO | Schaefer Financial Management, Inc. | Adviser only | CFP | Atlas | 2008 |
| 9Luke A. AarestadMinnetonka, MN | E-Wealth Partners | Adviser only | – | Atlas | 2025 |
| 10John M. AarhusVancouver, WA | Harlow Wealth Management, Inc. | Adviser only | – | Atlas | 2023 |
93,373 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.