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Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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. 9,519 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9,519 advisors

Unlock all 9,519
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Penelope K. AbadScottsdale, AZVanguard Advisers, Inc.Adviser and broker–Atlas2019
2Angelo Ven C. AbantePhoenix, AZCharles Schwab & Co., Inc.Adviser and broker–Atlas2021
3Chimaobi AbarikwuGilbert, AZOsaic Institutions, Inc.Adviser and broker–Atlas2021
4Jerry W. AbbittPhoenix, AZPfs Investments Inc.Adviser and broker–Atlas2011
5Omar M. AbdelshifePhoenix, AZCharles Schwab & Co., Inc.Adviser and broker–Atlas2025
6Nicholas G. AbdyTucson, AZUBS Financial Services Inc.Adviser and broker–Atlas2004
7Michael AbeshausFlagstaff, AZTci Wealth Advisors, Inc.Adviser onlyCFPAtlas2009
8Esber AboudChandler, AZLPL Financial LLCAdviser and broker–Atlas2021
9Alexandra L. AbrahamScottsdale, AZTrek FinancialAdviser only–Atlas2022
10Zachary K. AbrahamScottsdale, AZTrek FinancialAdviser only–Atlas2009

9,509 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.