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Est. 2026The front page of wealth managementNew York

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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. 16,600 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

16,600 advisors

Unlock all 16,600
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Patrick E. AaronWashington, PALPL Financial LLCAdviser and broker–Atlas2007
2Victoria R. AbaevConshohocken, PAWealthfdAdviser onlyCFPAtlas2026
3Matthew A. AbataErie, PACetera Investment Advisers LLCAdviser and broker–Atlas2024
4Mason B. AbateNewtown Square, PAMML Investors Services, LLCAdviser and broker–Atlas2021
5Matthew J. AbatecolaPittsburgh, PABlackrock Investment Management, LLCAdviser and brokerCFAAtlas2012
6Julie G. AbbateMalvern, PAVanguard Advisers, Inc.Adviser and broker–Atlas2024
7Nathan AbbePhiladelphia, PAJanney Montgomery Scott LLCAdviser and broker–Atlas2024
8Marybeth AbbiaticiPittsburgh, PARobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2017
9Mark D. AbbonizioJenkintown, PAOppenheimer & Co. Inc.Adviser and broker–Atlas2013
10John AbbottMalvern, PAPacer Advisors, Inc.Adviser and broker–Atlas2021

16,590 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.