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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. 1,810 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,810 advisors

Unlock all 1,810
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Timothy A. AbernathyMeridian, IDInspire Advisors, LLCAdviser only–Atlas2025
2Michael F. AboussieMeridian, IDNext Level Wealth Planning, LLCAdviser onlyCFPAtlas2013
3Kathleen M. AbsecCoeur D'Alene, IDD.A. Davidson & Co.Adviser and broker–Atlas2017
4Joseph AdaEagle, IDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2014
5John G. AdamsHayden, IDCentaurus Financial, Inc.Adviser and brokerCFPAtlas2011
6John H. AdamsEagle, IDRaymond James & Associates, Inc.Adviser and broker–Atlas2026
7Kent J. AdamsEmmett, IDEdward JonesAdviser and broker–Atlas2009
8Rebekah AdamsBoise, IDPerspective Wealth Partners, LLCAdviser only–Atlas2021
9Zaren V. AdamsIdaho Falls, IDEdward JonesAdviser and broker–Atlas2019
10Johanna S. AdlesonBoise, IDLibra Wealth LLCAdviser only–Atlas2009

1,800 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.