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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. 4,743 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4,743 advisors

Unlock all 4,743
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jacob AaronWest Columbia, SCEquitable Advisors, LLCAdviser and broker–Atlas2020
2Alexzander M. AbaunzaGreenville, SCCetera Investment Advisers LLCAdviser and broker–Atlas2025
3William K. AbbottBeaufort, SCWells Fargo Clearing Services, LLCAdviser and broker–Atlas2025
4Clayton D. AbelCharleston, SCLPL Financial LLCAdviser and brokerCFPAtlas2018
5Donna K. AbleColumbia, SCJanney Montgomery Scott LLCAdviser and broker–Atlas2008
6Matthew AbramoTega Cay, SCOsaic Wealth, Inc.Adviser and brokerCFPAtlas2024
7Jordon K. AccettaRock Hill, SCEagle Strategies LLCAdviser and broker–Atlas2023
8Adam E. AckermanRock Hill, SCBna Wealth +1 moreAdviser onlyCFPAtlas2015
9Bernard N. AckermanRock Hill, SCBna WealthAdviser onlyCFPAtlas2011
10Mark R. AckermanFort Mill, SCLPL Financial LLCAdviser and broker–Atlas2001

4,733 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.