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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. 7,447 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

7,447 advisors

Unlock all 7,447
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nathan P. AagardGreen Bay, WIStrategic Advisers LLCAdviser and broker–Atlas2015
2Sara E. AalpoelMilwaukee, WIRobert W. Baird & Co. IncorporatedAdviser and broker–Atlas2024
3Angela C. AbbottKimberly, WIOsaic Wealth, Inc.Adviser and broker–Atlas2021
4Carter AbbottMilwaukee, WIOarsman Capital, Inc.Adviser only–Atlas2026
5Gregory V. AbbottChetek, WIRobert W. Baird & Co. IncorporatedAdviser and broker–Atlas1997
6Jared R. AbbrederisMontello, WIThrivent Investment Management Inc.Adviser and broker–Atlas2022
7Aaron B. AbelMiddleton, WIAmeriprise Financial Services, LLCAdviser and broker–Atlas2008
8Robyn T. AbelMilwaukee, WILandaas & CompanyAdviser and broker–Atlas2018
9Tyson R. AbertMilwaukee, WIMorgan StanleyAdviser and broker–Atlas2025
10Jaedon AbrahamMilwaukee, WIEquitable Advisors, LLCAdviser and broker–Atlas2024

7,437 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.