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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. 398,301Registered 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. 31 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Julie M. AndersonDallas, TXBeacon Pointe Advisors, LLCAdviser only–Atlas2009
2Michael G. BaileyDallas, TXBeacon Pointe Advisors, LLCAdviser only–Atlas2000
3Michael R. BeckDallas, TXBeacon Pointe Advisors, LLCAdviser only–Atlas2001
4Miles B. BeckDallas, TXBeacon Pointe Advisors, LLCAdviser only–Atlas2025
5Steven L. BlankenshipDallas, TXBeacon Pointe Advisors, LLCAdviser onlyCFPAtlas2015
6Cory B. BruntzFort Worth, TXBeacon Pointe Advisors, LLCAdviser onlyCFPAtlas2017
7Sandrea J. CrivellariEl Campo, TXBeacon Pointe Advisors, LLCAdviser only–Atlas2008
8Lindsey R. CrowDallas, TXBeacon Pointe Advisors, LLCAdviser only–Atlas1998
9Peter A. CurtisDallas, TXBeacon Pointe Advisors, LLCAdviser onlyCFPAtlas2023
10William W. DiehlDallas, TXBeacon Pointe Advisors, LLCAdviser only–Atlas1998

21 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.