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

19 advisors

Unlock all 19
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jesus A. CejaLos Angeles, CAGenter Capital Management +1 moreAdviser only–Atlas2024
2Timothy J. DemshkiLos Angeles, CAGenter Capital Management +1 moreAdviser only–Atlas1998
3Brian L. ElliottLos Angeles, CAGenter Capital ManagementAdviser and broker–Atlas2012
4Daniel J. Genter Jr.Los Angeles, CAGenter Capital Management +1 moreAdviser only–Atlas2001
5Alexander J. HallLos Angeles, CAGenter Capital ManagementAdviser only–Atlas2026
6Robert J. Hunt Jr.Los Angeles, CAGenter Capital ManagementAdviser and broker–Atlas2026
7David P. KlattLos Angeles, CAGenter Capital ManagementAdviser only–Atlas2004
8William F. KlepperLos Angeles, CAGenter Capital Management +1 moreAdviser only–Atlas2004
9Olivia R. LaquaLos Angeles, CAGenter Capital Management +1 moreAdviser only–Atlas2024
10Cameron W. LaveyLos Angeles, CAGenter Capital ManagementAdviser and broker–Atlas2010

9 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.