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

18 advisors

Unlock all 18
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Amber D. AdamsEl Dorado Hills, CAVan Hulzen Financial AdvisorsAdviser only–Atlas2021
2Rhett A. BealEl Dorado Hills, CAVan Hulzen Financial Advisors +1 moreAdviser only–Atlas2026
3Shirley A. BurrowsEl Dorado Hills, CAVan Hulzen Financial AdvisorsAdviser only–Atlas2019
4Brendan P. DrakeEl Dorado Hills, CAVan Hulzen Financial AdvisorsAdviser only–Atlas2024
5Jarrod S. JacobiEl Dorado Hills, CAVan Hulzen Financial Advisors +1 moreAdviser only–Atlas2011
6Ronald S. LatinEl Dorado Hills, CAVan Hulzen Financial AdvisorsAdviser only–Atlas1997
7Roshelle I. LimoncelliEl Dorado Hills, CAVan Hulzen Financial AdvisorsAdviser only–Atlas2004
8Paul L. NederveldEl Dorado Hills, CAVan Hulzen Financial Advisors +1 moreAdviser only–Atlas2021
9Bradley R. NicholsonEl Dorado Hills, CAVan Hulzen Financial Advisors +1 moreAdviser onlyCFPAtlas2005
10John R. PearceEl Dorado Hills, CAVan Hulzen Financial AdvisorsAdviser only–Atlas2003

8 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.