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

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Benjamin A. BattFort Wayne, INPhillips FinancialAdviser only–Atlas2017
2Duncan BowieFort Wayne, INPhillips FinancialAdviser onlyCFPAtlas2022
3Chad L. BurchFort Wayne, INPhillips FinancialAdviser onlyCFP, ChFCAtlas2002
4McKenna E. CliffordFort Wayne, INPhillips FinancialAdviser only–Atlas2020
5David M. HamelFort Wayne, INPhillips FinancialAdviser onlyCFPAtlas2020
6Abhi H. JinwalaFort Wayne, INPhillips FinancialAdviser only–Atlas2022
7Ben J. LangelFort Wayne, INPhillips FinancialAdviser onlyCFPAtlas2015
8Jennifer A. MacaleeseFort Wayne, INPhillips FinancialAdviser onlyCFPAtlas2011
9Erin E. MartinFort Wayne, INPhillips FinancialAdviser only–Atlas2007
10Marisa B. MeadowsFort Wayne, INPhillips FinancialAdviser only–Atlas2025

5 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.