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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 14 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Maria L. BellLake Oswego, ORHuman InvestingAdviser only–Atlas2022
2Drayton L. CarlbergLake Oswego, ORHuman InvestingAdviser only–Atlas2022
3Mitchell T. ChilcottLake Oswego, ORHuman InvestingAdviser only–Atlas2026
4Robin DonovanLake Oswego, ORHuman InvestingAdviser only–Atlas2025
5Amanda M. EarlywineLake Oswego, ORHuman InvestingAdviser only–Atlas2024
6Andrew R. GladhillLake Oswego, ORHuman InvestingAdviser onlyCFAAtlas2020
7Holly HuddlesonLake Oswego, ORHuman InvestingAdviser only–Atlas2025
8Marc M. KadomatsuLake Oswego, ORHuman InvestingAdviser onlyCFP, ChFCAtlas2008
9Nicole LindblomLake Oswego, ORHuman InvestingAdviser only–Atlas2026
10Cort D. MorrisLake Oswego, ORHuman InvestingAdviser only–Atlas2025

4 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.