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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 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. 375 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

375 advisors

Unlock all 375
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Chad AdamsAnchorage, AKUBS Financial Services Inc.Adviser and broker–Atlas2006
2Zachary M. AlbertWasilla, AKEdward JonesAdviser and broker–Atlas2025
3Stacey H. AllenAnchorage, AKState Farm Investment Management Corp.Adviser and broker–Atlas2024
4Matthew W. AndersonAnchorage, AKBright Road Wealth Management, LLCAdviser only–Atlas2001
5Judi N. BabbittFairbanks, AKFirst Command Advisory ServicesAdviser and broker–Atlas2026
6Kristie D. BabcockKenai, AKState Farm Investment Management Corp.Adviser and broker–Atlas2021
7Trent D. BaerAnchorage, AKLPL Financial LLCAdviser and broker–Atlas2002
8Brandon E. BakerAnchorage, AKMerrill Lynch, Pierce, Fenner & Smith IncorporatedAdviser and broker–Atlas2018
9David J. BalmerAnchorage, AKEdward JonesAdviser and broker–Atlas2017
10Scott A. BandyFairbanks, AKFirst Command Advisory ServicesAdviser and broker–Atlas2015

365 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.