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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. 4,899 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4,899 advisors

Unlock all 4,899
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Weldon T. AbellBasehor, KSLPL Financial LLCAdviser and broker–Atlas2007
2Robert J. Abraham IIOverland Park, KSMarinerAdviser only–Atlas2019
3Timothy J. AccursoOverland Park, KSPrime Capital FinancialAdviser only–Atlas2009
4Yezenia A. AcostaWichita, KSHightower Advisors, LLCAdviser only–Atlas2025
5Scott F. AdairOverland Park, KSCreative PlanningAdviser onlyCFPAtlas2012
6Jarrett C. AdamOverland Park, KSMarinerAdviser onlyCFPAtlas2025
7Christopher A. AdamsLawrence, KSLPL Financial LLCAdviser and broker–Atlas2000
8Gabriel S. AdamsOverland Park, KSCreative PlanningAdviser onlyCFPAtlas2015
9Kaden AdamsAndover, KSEquitable Advisors, LLCAdviser and broker–Atlas2014
10Kevin W. AdamsOverland Park, KSVictory FinancialAdviser only–Atlas2014

4,889 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.