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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. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 22 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

22 advisors

Unlock all 22
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher K. BlackwoodSan Diego, CAChandler Asset Management Inc.Adviser and broker–Atlas2003
2Martin D. CassellSan Diego, CAChandler Asset Management Inc.Adviser onlyCFAAtlas2003
3Daniel J. DelaneySan Diego, CAChandler Asset Management Inc.Adviser onlyCFAAtlas2021
4William Dennehy IISan Diego, CAChandler Asset Management Inc.Adviser onlyCFAAtlas2011
5Nicole M. DragooSan Diego, CAChandler Asset Management Inc.Adviser and broker–Atlas2025
6Kara L. HooksSan Diego, CAChandler Asset Management Inc.Adviser only–Atlas2022
7Steven E. HuntleySan Diego, CAChandler Asset Management Inc.Adviser only–Atlas2009
8David R. LueckeSan Diego, CAChandler Asset Management Inc.Adviser and brokerCFAAtlas2021
9Genevieve C. LynkiewiczSan Diego, CAChandler Asset Management Inc.Adviser onlyCFAAtlas2015
10John C. McDowellSan Diego, CAChandler Asset Management Inc.Adviser onlyCFAAtlas2023

12 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.