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

476 advisors

Unlock all 476
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1William G. AbramsWilson, WYJ.P. Morgan Securities LLCAdviser and broker–Atlas2017
2Nichole R. AdamsGillette, WYPfs Investments Inc.Adviser and broker–Atlas2017
3Morgan AdamsonPowell, WYState Farm Investment Management Corp.Adviser and broker–Atlas2026
4Wyatt S. AdamsonPowell, WYState Farm Investment Management Corp.Adviser and broker–Atlas2023
5Samantha A. AlcornLaramie, WYEdward JonesAdviser and broker–Atlas2025
6Brendan AmesCheyenne, WYRBC Capital Markets, LLCAdviser and broker–Atlas2024
7Matthew E. AmsberryLaramie, WYHp Wealth Management LLCAdviser onlyCFAAtlas2009
8Randy J. AndersonEncampment, WYTraction Financial PartnersAdviser and brokerCFPAtlas2015
9Grace G. AndrusRiverton, WYEdward JonesAdviser and brokerChFCAtlas2017
10Jeran B. ArteryCheyenne, WYEagle Strategies LLCAdviser and broker–Atlas2024

466 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.