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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. 10,120 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10,120 advisors

Unlock all 10,120
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kristina A. AbarquezSt. Louis, MOEdward JonesAdviser and broker–Atlas2008
2Ryan AbateSt. Charles, MOStrategic Advisers LLCAdviser and broker–Atlas2018
3Christopher M. AbbottMarthasville, MO1035 Capital Management LLCAdviser onlyCFAAtlas2011
4Kelsey AbbottSaint Louis, MOPlancorp, LLCAdviser onlyCFPAtlas2023
5Chad A. AbelSaint Charles, MOOsaic Advisory Services, LLCAdviser and broker–Atlas1995
6Evan C. AbelSaint Charles, MOOsaic Wealth, Inc.Adviser and broker–Atlas2025
7Gregory AbelliSt. Louis, MOEdward JonesAdviser and brokerCFPAtlas2015
8Erin M. AbelnEllisville, MOKestra Advisory Services, LLCAdviser and broker–Atlas2018
9Meghan M. AbelnSt. Louis, MOKrilogyAdviser onlyCFPAtlas2018
10Jackie L. AbelsSt. Louis, MOOppenheimer & Co. Inc.Adviser and broker–Atlas2000

10,110 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.