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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. 398,212Registered 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. 3,414 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3,414 advisors

AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Charles J. AbboudBaton Rouge, LAGallagher Fiduciary Advisors, LLCAdviser and brokerCFPAtlas2006
2Zhyar R. AbdulNew Orleans, LANewedge AdvisorsAdviser only–Atlas2026
3Leo G. AbelBaton Rouge, LAAbel Hall, LLCAdviser and brokerCFPAtlas2006
4Jordan D. AbneyYoungsville, LAAbney Wealth PartnersAdviser only–Atlas2026
5Daniel M. Abraham Jr.Metairie, LASecond Line Capital, LLCAdviser onlyCFPAtlas2010
6Chelon M. AbrahmsNew Orleans, LAEdward JonesAdviser and broker–Atlas2020
7Lehman C. AbshireCrowley, LACetera Investment Advisers LLCAdviser and broker–Atlas2007
8Craig G. AccardoMetairie, LAOsaic Wealth, Inc.Adviser and broker–Atlas2004
9Pamela J. AccardoWest Monroe, LAState Farm Investment Management Corp.Adviser and brokerChFCAtlas2019
10Steven P. AckmanRiver Ridge, LAEdward JonesAdviser and broker–Atlas2015

3,404 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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.