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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. 15,173 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

15,173 advisors

Unlock all 15,173
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1William B. AaronLivingston, NJFocus Partners Wealth, LLCAdviser only–Atlas2023
2Jacob R. AaronsonLawrenceville, NJMorgan StanleyAdviser and broker–Atlas2024
3Erik AartsHoboken, NJTouchstone Advisors Inc.Adviser and broker–Atlas2003
4John AbadiotakisEdison, NJWells Fargo Clearing Services, LLCAdviser and broker–Atlas2002
5Mark A. AbadirRed Bank, NJAmeriprise Financial Services, LLCAdviser and broker–Atlas2004
6Oscar Abaunza VelazquezNewark, NJWells Fargo Clearing Services, LLC +1 moreAdviser and broker–Atlas2021
7Qasim AbbasWeehawken, NJUBS Financial Services Inc.Adviser and broker–Atlas2026
8Raymond J. AbbateRed Bank, NJMerrill Lynch, Pierce, Fenner & Smith IncorporatedAdviser and broker–Atlas2002
9Kyle AbbotFair Haven, NJEdward JonesAdviser and broker–Atlas2011
10Debra Abbott-WalkerIselin, NJCetera Investment Advisers LLCAdviser and broker–Atlas2016

15,163 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.