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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. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 30,866 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

30,866 advisors

Unlock all 30,866
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alexander AaronTampa, FLFisher InvestmentsAdviser only–Atlas2023
2Blake M. AbadiePalm Beach Gardens, FLWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2025
3Matthew J. AbarMiami Lakes, FLFlorida Financial Advisors, LLCAdviser and broker–Atlas2022
4James D. AbarquezStuart, FLEdward JonesAdviser and brokerCFP, ChFCAtlas2013
5Kristina A. AbarquezPalm City, FLEdward JonesAdviser and broker–Atlas2008
6Yuri AbashkinLand O Lakes, FLPfs Investments Inc.Adviser and broker–Atlas2023
7Hans A. AbateMiami, FLEfg Private Wealth Management (Americas) Corp.Adviser and broker–Atlas2002
8Ali AbbasDelray Beach, FLMerrill Lynch, Pierce, Fenner & Smith IncorporatedAdviser and broker–Atlas2011
9Alyssa R. AbbateVero Beach, FLStrategic Advisers LLCAdviser and broker–Atlas2018
10Peter AbbateLakeland, FLLPL Financial LLCAdviser and broker–Atlas2012

30,856 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.