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FinancialADVSR

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

18 advisors

Unlock all 18
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Julie L. AhrensCincinnati, OHHorter Investment Management, LLCAdviser only–Atlas2018
2Christopher H. BoydColumbus, OHHorter Investment Management, LLCAdviser only–Atlas2026
3Todd BrubakerCincinnati, OHHorter Investment Management, LLCAdviser only–Atlas2015
4Norman D. EccariusCincinnati, OHHorter Investment Management, LLCAdviser only–Atlas1999
5Anthony W. FrambesCincinnati, OHHorter Investment Management, LLCAdviser only–Atlas2021
6Brandon HendricksColumbus, OHHorter Investment Management, LLCAdviser only–Atlas2012
7Drew K. HorterCincinnati, OHHorter Investment Management, LLC +1 moreAdviser only–Atlas2006
8Hayden K. HorterCincinnati, OHHorter Investment Management, LLCAdviser only–Atlas2024
9Glenda L. JensenCincinnati, OHHorter Investment Management, LLCAdviser only–Atlas2008
10Tyler J. KoebbeCincinnati, OHHorter Investment Management, LLCAdviser only–Atlas2024

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.