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Est. 2026The front page of wealth managementNew York

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

781 advisors

Unlock all 781
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Nicholas L. AbereggMartinsburg, WVEquitable Advisors, LLCAdviser and broker–Atlas2007
2Frances Abrevaya-JonesScott Depot, WVJ.P. Morgan Securities LLCAdviser and broker–Atlas2023
3Anthony AbruzzinoMorgantown, WVCetera Investment Advisers LLCAdviser and broker–Atlas2007
4Venetia M. AbulabanMorgantown, WVAmeriprise Financial Services, LLCAdviser and broker–Atlas2002
5Dalton S. AdamsMineral Wells, WVEquitable Advisors, LLCAdviser and broker–Atlas2024
6Casey AdkinsBarboursville, WVRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2025
7Marsha L. AdkinsHuntington, WVRaymond James & Associates, Inc.Adviser and broker–Atlas2005
8Daniel R. AfzaliradBuckhannon, WVJ.P. Morgan Securities LLCAdviser and broker–Atlas2012
9Richard D. AllenPrinceton, WV4 Seasons AdvisorsAdviser only–Atlas2000
10Sharon J. AllerWheeling, WVWesbanco Securities, Inc.Adviser and broker–Atlas2009

771 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.