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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eugene D. BinunskyWalnut Creek, CABurton Enright WelchAdviser only–Atlas2026
2Peter M. BurtonWalnut Creek, CABurton Enright WelchAdviser onlyChFCAtlas1999
3Gerwin De HaanWalnut Creek, CABurton Enright WelchAdviser only–Atlas2024
4Robert D. EnrightWalnut Creek, CABurton Enright WelchAdviser onlyCFPAtlas1999
5David A. EspineiraWalnut Creek, CABurton Enright WelchAdviser onlyCFPAtlas2011
6Christopher S. HughesWalnut Creek, CABurton Enright WelchAdviser onlyCFPAtlas2011
7Annie C. KlopstockWalnut Creek, CABurton Enright WelchAdviser only–Atlas2021
8Sydney I. KovacsWalnut Creek, CABurton Enright WelchAdviser only–Atlas2021
9Benjamin R. PetersWalnut Creek, CABurton Enright WelchAdviser only–Atlas2013
10Kelly M. RandallWalnut Creek, CABurton Enright WelchAdviser onlyCFPAtlas2019

2 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.