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

32 advisors

Unlock all 32
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alfred M. Acuff, Jr.Richmond, VASilvercrest Asset Management Group LLCAdviser only–Atlas2007
2Matthew ArpanoNew York, NYSilvercrest Asset Management Group LLCAdviser only–Atlas2002
3Brian R. BiesNew York, NYSilvercrest Asset Management Group LLCAdviser only–Atlas2004
4Scott Brown Jr.New York, NYSilvercrest Asset Management Group LLCAdviser only–Atlas2001
5Robert H. BucherBedminster, NJSilvercrest Asset Management Group LLCAdviser only–Atlas2002
6Kathelene L. BurnsPrinceton, NJSilvercrest Asset Management Group LLCAdviser only–Atlas2026
7Alphonse I. Chan Jr.San Diego, CASilvercrest Asset Management Group LLCAdviser onlyCFAAtlas1994
8Robert K. ChoiSan Diego, CASilvercrest Asset Management Group LLCAdviser onlyCFAAtlas1997
9Tara CollinsRichmond, VASilvercrest Asset Management Group LLCAdviser onlyCFPAtlas2025
10Ernest Cruikshank IIIPrinceton, NJSilvercrest Asset Management Group LLCAdviser only–Atlas2002

22 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.