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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. 6,207 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

6,207 advisors

Unlock all 6,207
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Veronica M. AaronJasper, TNWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2001
2Meagan E. AbbeyBrentwood, TNCaptrustAdviser only–Atlas2023
3Daniel T. AbbottChattanooga, TNRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2008
4Eric AbbottChattanooga, TNEdward JonesAdviser and broker–Atlas2023
5Amir A. AbdelwahedNashville, TN&PartnersAdviser and brokerCFPAtlas2006
6William R. AbercrombieChattanooga, TNRound Table Advisors, LLCAdviser and broker–Atlas2026
7Austin W. AbernathyGermantown, TNCetera Investment Advisers LLCAdviser and broker–Atlas2025
8Samuel J. AbernathyFranklin, TNRaymond James & Associates, Inc.Adviser and broker–Atlas2020
9Christopher W. AblaGreeneville, TNCambridge Investment Research Advisors, Inc.Adviser and broker–Atlas1999
10William N. AbrahamGermantown, TNRBC Capital Markets, LLCAdviser and brokerCFPAtlas2005

6,197 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.