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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Caleb R. BronnenbergVictoria, TXSather Financial Group, Inc.Adviser only–Atlas2021
2William C. ErrettNew Braunfels, TXSather Financial Group, Inc.Adviser only–Atlas2025
3Tammy C. KimbroughVictoria, TXSather Financial Group, Inc.Adviser only–Atlas1996
4Evan P. MartinezVictoria, TXSather Financial Group, Inc.Adviser only–Atlas2023
5Joseph OliveVictoria, TXSather Financial Group, Inc.Adviser onlyCFPAtlas2016
6David S. SatherVictoria, TXSather Financial Group, Inc.Adviser onlyCFPAtlas1999
7Dylan D. SwansonVictoria, TXSather Financial Group, Inc.Adviser only–Atlas2024
8Warren A. UddVictoria, TXSather Financial Group, Inc.Adviser onlyCFPAtlas2005
9Jonathan M. ZahradkaVictoria, TXSather Financial Group, Inc.Adviser onlyCFPAtlas2011

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.