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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. 31,558 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

31,558 advisors

Unlock all 31,558
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ashlyn AaronNew York, NYMerrill Lynch, Pierce, Fenner & Smith IncorporatedAdviser and broker–Atlas2023
2David E. AaronNew York, NYCerity Partners LLCAdviser only–Atlas2023
3Cole E. AaronsonNew York, NYA.G.P. / Alliance Global PartnersAdviser and brokerCFPAtlas2018
4Laura B. AbadsantosNew York, NYCetera Investment Advisers LLCAdviser and broker–Atlas2021
5Hermine AbajianNew York, NYMorgan StanleyAdviser and broker–Atlas2014
6Melissa E. AbasUniondale, NYCitigroup Global Markets Inc.Adviser and broker–Atlas2023
7Moises Abascal CarrascoNew York, NYCerity Partners LLCAdviser only–Atlas2024
8Michael AbateGarden City, NYUnited Asset Strategies Inc.Adviser only–Atlas2011
9Mya C. AbateNew York, NYWealthspire AdvisorsAdviser only–Atlas2026
10Ryan AbatemarcoNew York, NYMML Investors Services, LLCAdviser and broker–Atlas2025

31,548 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.