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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. 398,212Registered 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. 16 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Richard W. AdkissonPlano, TXCrescent Advisor Group, Inc.Adviser only–Atlas2006
2Jonathon B. BoltLubbock, TXCrescent Advisor Group, Inc.Adviser and brokerCFPAtlas2019
3Johnny BorrelliPlano, TXCrescent Advisor Group, Inc.Adviser and broker–Atlas2017
4Stephan CeluchPlano, TXCrescent Advisor Group, Inc.Adviser only–Atlas2023
5Victor J. Dimaggio IIISchererville, INCrescent Advisor Group, Inc.Adviser only–Atlas2003
6Travis N. DurenDallas, TXCrescent Advisor Group, Inc.Adviser and broker–Atlas2003
7Zachary DurenPlano, TXCrescent Advisor Group, Inc.Adviser and broker–Atlas2025
8David H. EvaulPlano, TXCrescent Advisor Group, Inc.Adviser only–Atlas2005
9Hatley J. Harrell Jr.Lubbock, TXCrescent Advisor Group, Inc. +1 moreAdviser and broker–Atlas2002
10Kenneth W. HastPlano, TXCrescent Advisor Group, Inc.Adviser and broker–Atlas2016

6 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.