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Est. 2026The front page of wealth managementNew York

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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: VoyaFP Merrill announces laser-targeted advisor bonus incentives for 2027
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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. 420,205Registered advisersEvery investment adviser representative
  2. 322,778Dually registered77% are also broker reps
  3. 97,427Adviser onlyNot registered with a broker-dealer
  4. 26,288FirmsWhere they're registered
  5. 60,511CFPs11,579 CFAs, 13,469 ChFCs

From the SEC’s compilation report of October 22, 2026, refreshed every morning. −21,945 since the file before. 38 firm joins and 22,542 departures in the latest file. 739 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

739 advisors

Unlock all 739
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jessica D. AardahlMinot, NDState Farm Investment Management Corp.Adviser and brokerChFCAtlas2024
2Micheal S. AasenBottineau, NDThrivent Investment Management Inc.Adviser and broker–Atlas2014
3Joshua J. AckersonFargo, NDEdward JonesAdviser and broker–Atlas2023
4John R. AdamsBismarck, NDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2002
5Hayley R. AkreBismarck, NDIndependent Advisor Alliance, LLCAdviser and broker–Atlas2015
6Nadia A. Al-DayelNew Rockford, NDSovereign Wealth Partners, LLCAdviser only–Atlas2025
7Dexter K. AlbrechtGrand Forks, NDOsaic Institutions, Inc.Adviser and broker–Atlas2015
8Adnan Q. AldayelNew Rockford, NDSovereign Wealth Partners, LLCAdviser only–Atlas2020
9Tasha G. AllardBismarck, NDLPL Enterprise, LLCAdviser and broker–Atlas2008
10Tessa M. AllemanGrand Forks, NDEdward JonesAdviser and broker–Atlas2026

729 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.