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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. 1,114 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

1,114 advisors

Unlock all 1,114
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bart W. AbyBillings, MTAllied Investment Advisors LLCAdviser only–Atlas2006
2Janet L. AcheatelHamilton, MTFocus Partners Wealth, LLCAdviser onlyCFPAtlas1999
3Brian S. AdamsHamilton, MTEdward JonesAdviser and broker–Atlas2023
4Edward J. Aders Jr.Billings, MTStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2002
5Jeffrey E. AdersBillings, MTStifel, Nicolaus & Company, IncorporatedAdviser and broker–Atlas2021
6Joseph C. AleyBozeman, MTWells Fargo Advisors Financial Network, LLCAdviser and broker–Atlas2003
7Anna E. AllanWhite Sulphur Springs, MTThrivent Investment Management Inc.Adviser and broker–Atlas2024
8Kristina C. AllardiceLaurel, MTRed SevenAdviser only–Atlas2025
9Tara K. AllenBigfork, MTEdward JonesAdviser and brokerCFPAtlas2020
10Josie J. AllredMissoula, MTLasalle St. Investment Advisors, L.L.C.Adviser and broker–Atlas2026

1,104 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.