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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. 1,085 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,085 advisors

Unlock all 1,085
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ahmed K. AbouzaidHattiesburg, MSSimplified Wealth ManagementAdviser only–Atlas2025
2Richard M. AdairRidgeland, MSPfs Investments Inc.Adviser and broker–Atlas2011
3Andrew B. AdamsOxford, MSAddicus Advisory, LLCAdviser only–Atlas2004
4Conrad W. AdamsPontotoc, MSState Farm Investment Management Corp.Adviser and broker–Atlas2025
5Donna AdamsGreenville, MSEdward JonesAdviser and brokerCFPAtlas2003
6Kelly L. AdamsRidgeland, MSEasley Investment Consultants, Inc.Adviser onlyCFPAtlas2008
7Lawrence R. AdamsBiloxi, MSMerrill Lynch, Pierce, Fenner & Smith IncorporatedAdviser and broker–Atlas1995
8Matthew W. AdamsPetal, MSEdward JonesAdviser and broker–Atlas2026
9John C. AdcockRidgeland, MSWells Fargo Clearing Services, LLCAdviser and broker–Atlas2010
10Samantha K. AlbersonBrookhaven, MSState Farm Investment Management Corp.Adviser and brokerChFCAtlas2025

1,075 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.