Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 6,727 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
6,727 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Tracy L. AaronEaston, MD | Cambridge Investment Research Advisors, Inc. | Adviser and broker | – | Atlas | 2012 |
| 2Sergio F. Abarca FuenteChevy Chase, MD | Personal Financial Partners | Adviser only | CFP | Atlas | 2019 |
| 3Passant AbbasColumbia, MD | Wells Fargo Clearing Services, LLC | Adviser and broker | – | Atlas | 2023 |
| 4Jonathan R. AbbettRockville, MD | Cetera Investment Advisers LLC | Adviser and broker | ChFC | Atlas | 1999 |
| 5Sharon L. AbbeyBethesda, MD | Xml Financial Group | Adviser and broker | – | Atlas | 2007 |
| 6Henry B. AbbottChevy Chase, MD | Washington Securities Corporation | Adviser and broker | – | Atlas | 2008 |
| 7Hossameldin AbdelkarimGermantown, MD | Poise Investment Advisors | Adviser only | – | Atlas | 2022 |
| 8Arnold T. Abel Jr.Marriottsville, MD | Thrivent Investment Management Inc. | Adviser and broker | – | Atlas | 2004 |
| 9David M. AbelesHagerstown, MD | Wells Fargo Clearing Services, LLC | Adviser and broker | CFP | Atlas | 2001 |
| 10William R. Abeles Jr.Hagerstown, MD | Wells Fargo Clearing Services, LLC | Adviser and broker | CFP, ChFC | Atlas | 1992 |
6,717 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.