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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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. 3,234 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3,234 advisors

Unlock all 3,234
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Olle AakermarkOmaha, NECharles Schwab & Co., Inc.Adviser and broker–Atlas2026
2Michael AbboudOmaha, NEJ.P. Morgan Securities LLCAdviser and broker–Atlas2025
3Stephen AbelsOmaha, NECambridge Investment Research Advisors, Inc.Adviser and broker–Atlas2023
4Brian K. AbrahamsOmaha, NEEdward JonesAdviser and broker–Atlas2026
5Kyle AcreBlair, NEEdward JonesAdviser and brokerCFPAtlas2014
6Michelle D. ActonOmaha, NEPrivate Wealth Asset ManagementAdviser only–Atlas2022
7Brian J. AdamsLincoln, NERBC Capital Markets, LLCAdviser and broker–Atlas2012
8Heidi L. AdamsGrand Island, NEEagle Strategies LLCAdviser and broker–Atlas2014
9Jonathan E. AdamsOmaha, NECwm, LLCAdviser only–Atlas2023
10Spencer AdamsOmaha, NEThe Patriot Financial Group, LLCAdviser only–Atlas2025

3,224 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.