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. 2,461 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
2,461 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Marc S. AaronsLas Vegas, NV | Money Managers, Inc. | Adviser only | – | Atlas | 2004 |
| 2Nicholas P. AbbottLas Vegas, NV | Mission Financial Group, LLC | Adviser and broker | – | Atlas | 2008 |
| 3Maricela AbdishouLas Vegas, NV | Strategic Advisers LLC | Adviser and broker | – | Atlas | 2006 |
| 4Samuel G. AbebeLas Vegas, NV | Ameriprise Financial Services, LLC | Adviser and broker | – | Atlas | 2023 |
| 5Lee A. AbramovitzStateline, NV | Exodus Wealth, LLC | Adviser and broker | – | Atlas | 1998 |
| 6Daniel AbramowitzLas Vegas, NV | Orvida Investment Advisors | Adviser and broker | – | Atlas | 2024 |
| 7Brandyn AbramsLas Vegas, NV | J.P. Morgan Securities LLC | Adviser and broker | – | Atlas | 2018 |
| 8Sophia A. AbramsLas Vegas, NV | Merrill Lynch, Pierce, Fenner & Smith Incorporated | Adviser and broker | – | Atlas | 2021 |
| 9Jose M. AbreuLas Vegas, NV | Park Avenue Securities LLC | Adviser and broker | – | Atlas | 2006 |
| 10Jesse D. AbshireReno, NV | Gradient Advisors, LLC | Adviser only | – | Atlas | 2026 |
2,451 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.