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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. 9,991 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

9,991 advisors

Unlock all 9,991
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Amy W. AadalenMinneapolis, MNMorgan StanleyAdviser and broker–Atlas2014
2Nancy A. AadalenMinnetonka, MNStrategic Advisers LLCAdviser and broker–Atlas2014
3Thomas V. AamotMinneapolis, MNCalhoun Financial Planning And ManagementAdviser only–Atlas2014
4Eric M. AanesPlymouth, MNWealth Enhancement Advisory Services, LLCAdviser and brokerChFCAtlas2005
5Luke A. AarestadMinnetonka, MNE-Wealth PartnersAdviser only–Atlas2025
6Patricia A. AaronsMinneapolis, MNMML Investors Services, LLCAdviser and broker–Atlas2022
7Jacob AbbottMinneapolis, MNElement Squared Private WealthAdviser only–Atlas2025
8Arnold D. Abens Jr.Edina, MNAbens Financial Services Inc.Adviser only–Atlas1995
9Tyler C. AbensEdina, MNAbens Financial Services Inc.Adviser only–Atlas2014
10Malick AbidPlymouth, MNElevation Point Wealth Partners, LLCAdviser only–Atlas2026

9,981 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.