Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 11,534 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
11,534 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Christopher M. AbbateWellesley Hills, MA | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Adviser and broker | – | Atlas | 2013 |
| 2Antony J. AbbiatiBoston, MA | Scs Capital Management LLC | Adviser only | – | Atlas | 2017 |
| 3Michael A. AbbondanzaWellesley, MA | New England Private Wealth Advisors, LLC | Adviser only | – | Atlas | 2026 |
| 4Christopher C. AbbottManchester, MA | Palmetto Advisory | Adviser and broker | – | Atlas | 2021 |
| 5James W. AbbottBoston, MA | Claro Advisors Inc. | Adviser only | – | Atlas | 2013 |
| 6Nicole K. AbbottCambridge, MA | Strategic Advisers LLC | Adviser and broker | – | Atlas | 2025 |
| 7Robert AbbottWestwood, MA | Strategic Advisers LLC | Adviser and broker | – | Atlas | 1997 |
| 8Michael G. Abdalla IIIBoston, MA | Janney Montgomery Scott LLC | Adviser and broker | – | Atlas | 2023 |
| 9Sherif Abdel-GhaffarBraintree, MA | Transamerica Financial Advisors, LLC | Adviser and broker | – | Atlas | 2025 |
| 10Cole B. AbdinoorBoston, MA | Morgan Stanley | Adviser and broker | – | Atlas | 2025 |
11,524 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.