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

43 advisors

Unlock all 43
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Pooja AgarwalHercules, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
2Tyler B. Bayless-EdwardsWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2024
3Patrick L. BeamanWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2005
4Jeanette L. BeattyWalnut Creek, CAEarned Wealth Advisors, LLCAdviser onlyCFPAtlas2016
5Adam N. BraunscheidelWalnut Creek, CAEarned Wealth Advisors, LLCAdviser onlyCFPAtlas2012
6Navjeet S. ChahalHercules, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
7Ana K. Chena DavilaWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
8Devin G. ClareWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2025
9Chance D. CokerSt. Petersburg, FLEarned Wealth Advisors, LLCAdviser only–Atlas2022
10William T. DavisWalnut Creek, CAEarned Wealth Advisors, LLCAdviser only–Atlas2024

33 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.