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

23 advisors

Unlock all 23
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Logan AllanSan Francisco, CAMain Management, LLCAdviser only–Atlas2026
2Kim D. ArthurSan Francisco, CAMain Management, LLCAdviser only–Atlas2026
3James W. ConcidineSan Francisco, CAMain Management, LLCAdviser only–Atlas2026
4Davis M. DeboisblancSan Francisco, CAMain Management, LLCAdviser only–Atlas2019
5Alexander J. DipperySan Francisco, CAMain Management, LLCAdviser only–Atlas2024
6Blaine A. DockerSan Francisco, CAMain Management, LLCAdviser only–Atlas2017
7Hafeez A. EsmailSan Francisco, CAMain Management, LLCAdviser only–Atlas2005
8Sydney F. KraljSan Francisco, CAMain Management, LLCAdviser only–Atlas2025
9Luca KurzweilSan Francisco, CAMain Management, LLCAdviser only–Atlas2026
10Joseph P. LabarberaSan Francisco, CAMain Management, LLCAdviser only–Atlas2025

13 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.