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FinancialADVSR

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. 10,285 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10,285 advisors

Unlock all 10,285
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Thomas W. AaronKennesaw, GAState Farm Investment Management Corp.Adviser and broker–Atlas2025
2Ashley G. AbbottLoganville, GARaymond James & Associates, Inc.Adviser and broker–Atlas2008
3Michael C. AbbottAtlanta, GABeacon Global Advisor Network, LLCAdviser only–Atlas2020
4Natalia E. AbbottAtlanta, GAUBS Financial Services Inc.Adviser and broker–Atlas2007
5Joseph S. AbboudAtlanta, GARinzler Capital LLCAdviser only–Atlas2022
6Justin L. AbercrombieStatesboro, GAEdward JonesAdviser and broker–Atlas2025
7Charles AbernathyAtlanta, GAInvesco Advisers, Inc.Adviser and broker–Atlas2023
8Ray M. AbernathyAtlanta, GAMorgan StanleyAdviser and broker–Atlas2003
9Aaron J. AbersonAtlanta, GAAjax Capital Advisors, Inc.Adviser only–Atlas2010
10Nathan G. AbersonAtlanta, GAAjax Capital Advisors, Inc.Adviser onlyCFPAtlas2009

10,275 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.