Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 2,694 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
2,694 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Troy A. AarthunBedford, NH | Rise Private Wealth Management | Adviser only | CFP | Atlas | 2007 |
| 2James D. AbagisNashua, NH | World Investment Advisors, LLC | Adviser only | – | Atlas | 2000 |
| 3Gregory J. AbateMerrimack, NH | Strategic Advisers LLC | Adviser and broker | CFP | Atlas | 2009 |
| 4Anthony J. AbbateHanover, NH | Granite Value Capital, LLC | Adviser only | CFA | Atlas | 2000 |
| 5Nikki AbbottNashua, NH | Strategic Advisers LLC | Adviser and broker | CFP | Atlas | 2007 |
| 6Richard T. AbbottNashua, NH | Strategic Advisers LLC | Adviser and broker | – | Atlas | 2006 |
| 7Peter T. AckersonAmherst, NH | State Farm Investment Management Corp. | Adviser and broker | – | Atlas | 2021 |
| 8Bruce W. Adams Jr.Concord, NH | Bankers Life Advisory Services, Inc. | Adviser and broker | – | Atlas | 2024 |
| 9Christopher C. AdamsHampstead, NH | Edward Jones | Adviser and broker | CFP | Atlas | 2012 |
| 10Bruce L. AddisonPortsmouth, NH | Morgan Stanley | Adviser and broker | – | Atlas | 2000 |
2,684 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.