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FinancialADVSR

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. 398,301Registered 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. 11 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Charles J. ElseSan Francisco, CAOsborne PartnersAdviser only–Atlas2001
2Daniel M. HautSan Francisco, CAOsborne PartnersAdviser onlyCFP, CFAAtlas2004
3Melissa K. JonesSan Francisco, CAOsborne PartnersAdviser onlyCFAAtlas2019
4Thomas A. PiroSan Francisco, CAOsborne PartnersAdviser onlyCFPAtlas2014
5Seema RajouraSan Francisco, CAOsborne PartnersAdviser only–Atlas2025
6Paul G. ResnickSan Francisco, CAOsborne PartnersAdviser only–Atlas1990
7Zachary J. RieraSan Francisco, CAOsborne PartnersAdviser onlyCFPAtlas2015
8Jason P. RodnickSan Francisco, CAOsborne PartnersAdviser onlyCFAAtlas2011
9Alexandra O. SandbergSan Francisco, CAOsborne PartnersAdviser onlyCFP, ChFCAtlas2016
10Aaron M. SzagerMenlo Park, CAOsborne PartnersAdviser onlyCFPAtlas2006

1 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.