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

30 advisors

Unlock all 30
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Pooja AgarwalHercules, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
2Jeanette L. BeattyWalnut Creek, CAEarned Wealth Advisors, LLCAdviser onlyCFPAtlas2016
3Navjeet S. ChahalHercules, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
4Ana K. Chena DavilaWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
5Devin G. ClareWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
6Nicholas L. GizzarelliWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2012
7Barrett T. GrayWalnut Creek, CAEarned Wealth Advisors, LLCAdviser onlyCFPAtlas2024
8David K. HarlowWalnut Creek, CAEarned Wealth Advisors, LLCAdviser onlyPFSAtlas2006
9Carson K. HendersonWalnut Creek, CAEarned Wealth Advisors, LLCAdviser onlyPFSAtlas2010
10Myhanh T. HoskinSan Juan Capistrano, CAEarned Wealth Advisors, LLCAdviser onlyCFPAtlas1998

20 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.