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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. 4,922 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4,922 advisors

Unlock all 4,922
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert P. AamodtFarmington, UTWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas1998
2David A. AbbatangeloSandy, UTMorgan StanleyAdviser and broker–Atlas2025
3Alec B. AbbottProvo, UTThe Norden Group LLCAdviser only–Atlas2000
4Matthew AbrahamsonSalt Lake City, UTStrategic Advisers LLCAdviser and broker–Atlas2023
5Taylor D. AcevedoSt. George, UTSoltis Investment Advisors, LLCAdviser only–Atlas2022
6Andres O. AcostaSalt Lake City, UTWells Fargo Clearing Services, LLCAdviser and broker–Atlas2023
7Ethan R. AdairCedar Hills, UTStrategic Advisers LLCAdviser and broker–Atlas2024
8Joseph W. AdairOrem, UTExponent Wealth LLCAdviser onlyCFPAtlas2020
9Robert R. AdairSalt Lake City, UTStrategic Advisers LLCAdviser and broker–Atlas2021
10Abigail M. AdamsSalt Lake City, UTStrategic Advisers LLCAdviser and brokerCFPAtlas2024

4,912 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.