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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. 10,673 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10,673 advisors

Unlock all 10,673
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Chad D. AabergDenver, CO5280 AssociatesAdviser only–Atlas2006
2Rebecca A. AardalCentennial, COSchaefer Financial Management, Inc.Adviser onlyCFPAtlas2008
3Jason I. AbarLone Tree, COSchwab Wealth Advisory, Inc.Adviser and brokerCFPAtlas2005
4Christina M. AbbeyFort Collins, CORaymond James & Associates, Inc.Adviser and broker–Atlas2014
5Michael R. AbbottHighlands Ranch, COSchwab Wealth Advisory, Inc.Adviser and brokerCFP, ChFCAtlas2003
6Thomas M. AbboudCastle Rock, COAbboud Financial Planning, Inc.Adviser only–Atlas2011
7Adnan Abdrabu MohamedBoulder, COState Farm Investment Management Corp.Adviser and broker–Atlas2023
8Nathan AbercrombieWestiminster, COLegacy Ridge Capital Management, LLCAdviser only–Atlas2021
9Brian J. AberleEagle, COAberle Investment Management LLCAdviser onlyCFPAtlas1998
10James R. AbernethyLittleton, COLPL Financial LLCAdviser and broker–Atlas2005

10,663 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.