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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Aimee E. CalderonFullerton, CAEclectic Associates, Inc.Adviser onlyCFPAtlas2002
2Russell W. HallFullerton, CAEclectic Associates, Inc.Adviser onlyCFPAtlas2007
3Clarissa L. HartonoFullerton, CAEclectic Associates, Inc.Adviser onlyCFPAtlas2024
4Carl W. LachmanFullerton, CAEclectic Associates, Inc.Adviser onlyCFPAtlas2004
5David K. LittleFullerton, CAEclectic Associates, Inc.Adviser onlyCFP, CFAAtlas2003
6David K. MacleodFullerton, CAEclectic Associates, Inc.Adviser onlyCFP, CFAAtlas2009
7Travis J. McShaneFullerton, CAEclectic Associates, Inc.Adviser onlyCFP, CFAAtlas2016
8Russell E. MurdockHuntington Beach, CAEclectic Associates, Inc.Adviser onlyCFAAtlas2003
9Daniel S. NandorFullerton, CAEclectic Associates, Inc.Adviser onlyCFPAtlas2026
10Amber M. ShrosbreeFullerton, CAEclectic Associates, Inc.Adviser onlyCFPAtlas2021

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.