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

896 advisors

Unlock all 896
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan P. AalbuSpearfish, SDEdward JonesAdviser and broker–Atlas2026
2Brian N. AamlidSioux Falls, SDCwm, LLCAdviser onlyCFPAtlas2018
3Chase S. AbellFreeman, SDCedar Cove Wealth PartnersAdviser only–Atlas2024
4Denice M. AchenAberdeen, SDWells Fargo Clearing Services, LLCAdviser and broker–Atlas2010
5Conrad T. AdamSioux Falls, SDElgethun Capital ManagementAdviser onlyCFAAtlas2021
6Jose AddinkSioux Falls, SDCompass Financial Group, Inc.Adviser only–Atlas2024
7Brock AldrichHarrisburg, SDEdward JonesAdviser and brokerCFPAtlas2018
8Jerrad D. AmanAberdeen, SDWillkate Wealth Management, LLCAdviser onlyCFPAtlas2026
9Aaron G. AndersonSioux Falls, SDPrincipal Securities, Inc.Adviser and broker–Atlas2025
10Devin J. AndersonYankton, SDEdward JonesAdviser and broker–Atlas2011

886 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.