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

25 advisors

Unlock all 25
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1James Alewine IIIArcadia, CAMwa Financial Services Inc.Adviser and broker–Atlas2025
2Yves S. AtlanCulver City, CAMwa Financial Services Inc.Adviser and broker–Atlas2026
3Paul D. Barrish Jr.Redlands, CAMwa Financial Services Inc.Adviser and broker–Atlas2001
4Austin T. BeneteauPalm Desert, CAMwa Financial Services Inc.Adviser and broker–Atlas2022
5Daniel R. ButligOntario, CAMwa Financial Services Inc.Adviser and broker–Atlas2024
6Jacob T. CampbellOntario, CAMwa Financial Services Inc.Adviser and broker–Atlas2021
7Jacob C. FerdigLaguna Hills, CAMwa Financial Services Inc.Adviser and broker–Atlas2024
8Theodore N. FiawooOntario, CAMwa Financial Services Inc.Adviser and broker–Atlas2026
9Chad B. FosterLaguna Hills, CAMwa Financial Services Inc.Adviser and broker–Atlas2022
10Griffin W. HaileyCulver City, CAMwa Financial Services Inc.Adviser and broker–Atlas2025

15 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.