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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. 11,045 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

11,045 advisors

Unlock all 11,045
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mohanad AabedRochester Hills, MIJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
2David M. AbalosLambertville, MIEdward JonesAdviser and broker–Atlas1999
3Nicholas D. AbalosTemperance, MIEdward JonesAdviser and broker–Atlas2012
4Daniel J. AbbgyGrand Rapids, MIEquitable Advisors, LLCAdviser and broker–Atlas2021
5Nathan AbbottGrand Rapids, MILPL Financial LLCAdviser and broker–Atlas2023
6David J. AbbsSaginaw, MICwm, LLCAdviser and brokerCFPAtlas2004
7Ali Abdel-SahebBirmingham, MIJ.P. Morgan Securities LLCAdviser and broker–Atlas2024
8Tarek M. AbouljoudGrosse Pointe Park, MIAbram Asset ManagementAdviser onlyCFAAtlas2010
9Brian T. AbrahamBay City, MIRaymond James & Associates, Inc.Adviser and broker–Atlas2010
10Kurtis W. AbrahamHolland, MIWells Fargo Clearing Services, LLCAdviser and broker–Atlas2009

11,035 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.