Wealth management, one search away.
Atlas puts advisors and all 17,210 SEC-registered firms in one terminal: where each advisor works, every registration they’ve held, who owns their firm, and who moved this morning. $29.99 a month, cancel any time.
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- 17,210SEC-registered firms
- 10 yearsof each firm’s filings
- Dailyadvisor moves from the SEC
- $29.99a month, cancel any time
From the SEC’s own records, current to October 1, 2026.
A full record on every advisor
Not a name and a firm. Each advisor in Atlas has the record a recruiter or a banker would otherwise piece together from a dozen SEC pages: where they sit, how long they’ve been registered, every firm before this one, and the firm behind them.
Free readers see who and where. Members see all of it, and can export any list to their CRM.
- Branch office
- Charlotte, NC, with the firm’s office phone and website
- Registered since
- 2009, in 14 states
- Designations
- Certified Financial Planner
- Current firm
- Joined March 2024, $2.1B in assets, up 18% in a year
- Before that
- Three firms with start and end dates, the first a wirehouse
- Employment history
- Every job filed on Form U4, including outside business
- Disclosures
- None on record
Built for the people who call on advisors
Recruiters
See every advisor who joined a new firm in the last 90 days, and the ones who’ve sat at one firm for a decade. Filter by state, designation and dual registration.
Open the last 90 days of movesWholesalers
Every firm and advisor within a drive of any ZIP code, with branch offices and firm size, ready as a trip list.
Map a territoryM&A bankers and consultants
Owners and their stakes, outside investors, ten years of asset growth and every new owner on file, for every RIA.
See new owners on filePlatforms and vendors
Which firms use which custodian, broker-dealer, fund administrator and auditor, and how fast each one is growing.
Screen by custodian
Fresh every morning
The SEC posts its advisor file before dawn. Atlas loads it the same morning and compares it with the day before, so you see who joined a firm, who left one and who dropped their registration, usually within a day of the SEC recording it.
- Watch a firmStar any firm, from a 2-person RIA to a wirehouse.
- Get the moveAn email, Slack or Teams message when an advisor joins or leaves it.
- Call firstTheir profile shows the branch office and the firm’s phone.
The same records, without the sales call
| Feature | Atlas | Typical enterprise advisor database |
|---|---|---|
| Price | $29.99 a month, published | Quote on request, often five figures a year |
| Contract | Monthly, cancel any time | Usually annual, paid up front |
| Getting started | Free while Atlas launches | After a demo and a sales call |
| Updates | Every morning, from the SEC’s daily file | Varies |
| Sources | Every figure tied to the SEC record it came from | Often not shown |
| News | Financial ADVSR’s reporting on each firm alongside the data | Separate, if at all |
Plans
Atlas is free while it launches. Open a free account, confirm your email and every screen opens. No card, nothing to cancel. Exports and API keys come with paid plans when checkout opens.
Free
$0with a free Financial ADVSR account
- Every firm, owner and advisor profile
- 25 rows of any screen or search
- The filing-changes feed, 25 at a time
- No card needed
Upgrade any time for every row, history, owners, alerts and exports.
Questions
- Where does the data come from?
- From public SEC records only. Advisors come from the SEC’s daily Investment Adviser Public Disclosure report; firms, owners and custodians from each firm’s Form ADV; history from ten years of the SEC’s monthly adviser lists. Every section of a record names its source.
- Which advisors are included?
- Every investment adviser representative registered with the SEC or a state, including the wirehouse and independent broker-dealer advisors who are dually registered. Representatives registered only as brokers aren’t in the SEC’s records, so they aren’t in Atlas.
- Does Atlas include personal emails or cell numbers?
- No. Atlas gives each advisor’s branch office with the phone and website their firm files on Form ADV, and any work contacts an advisor adds by claiming their profile. We don’t sell personal contact details.
- How fresh is it?
- The SEC posts its advisor file every morning and Atlas loads it the same morning, so a move shows up within a day of the SEC recording it. Firm filings load as each monthly release lands.
- Can I cancel?
- Yes, any time, from your Plan page. Monthly plans stop at the end of the month you’ve paid for, and there’s no annual contract unless you choose one. New members get 7 days free.