Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 705 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
705 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Patrick J. Abatiell Jr.Rutland, VT | Wells Fargo Clearing Services, LLC | Adviser and broker | – | Atlas | 2007 |
| 2Kyle T. AbrahamovichSouth Burlington, VT | Poulos Advisors, Inc. | Adviser only | – | Atlas | 2004 |
| 3Ryan M. AckermanSt. Johnsbury, VT | Stifel, Nicolaus & Company, Incorporated | Adviser and broker | – | Atlas | 2006 |
| 4Alexander AdamiStowe, VT | Edward Jones | Adviser and broker | – | Atlas | 2025 |
| 5Morgan A. AdamsBurlington, VT | Wells Fargo Clearing Services, LLC | Adviser and broker | – | Atlas | 2012 |
| 6Spencer AdamsBrattleboro, VT | Edward Jones | Adviser and broker | CFP | Atlas | 2019 |
| 7Michael J. Adrian IIITownshend, VT | Archer Investment Corporation | Adviser only | – | Atlas | 2003 |
| 8Jessica L. AndersonRutland, VT | UBS Financial Services Inc. | Adviser and broker | CFP | Atlas | 1999 |
| 9Seth AndersonShelburne, VT | Cedar Wing LLC | Adviser only | – | Atlas | 2026 |
| 10Theodore J. AndresEast Dorset, VT | Ameriprise Financial Services, LLC | Adviser and broker | – | Atlas | 2025 |
695 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.