Wednesday, October 28, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

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KC New IRS Guidance Disallows Some Sec. 351 Exchanges And Puts The ‘Yellow Light’ On Other ETF Strategies: How To Manage The ‘Tax Risk’ Of Tax-Aware InvestingIN Americans score 60 on longevity readiness as care gaps persistIN Clients are using AI to challenge financial advice, Pacific Life survey findsIN RIA M&A veteran joins Accelerated Wealth Partners to drive deal growthIN The 401(k) moment for health benefits may be closer than you thinkIN Advisor moves: Georgia RIA launches after $1.1B breakaway, Carson and Mercer expandIN Agentic AI moves advisory firms beyond the chatbot, executives sayCW LPL revises Commonwealth retention rate to 83% ahead of November conversionIN Leading RIAs – EastCW Opinion: Fast starts are crucial to evergreen fund success
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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. 442,755Registered advisersEvery investment adviser representative
  2. 339,660Dually registered77% are also broker reps
  3. 103,095Adviser onlyNot registered with a broker-dealer
  4. 26,913FirmsWhere they're registered
  5. 64,442CFPs12,236 CFAs, 13,947 ChFCs

From the SEC’s compilation report of October 28, 2026, refreshed every morning. +145 since the file before. 63 firm joins and 168 departures in the latest file. 3 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

3 advisors

Unlock all 3
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joel H. EverettSan Diego, CALPL Financial LLC +1 moreAdviser and brokerCFP, ChFCAtlas2015
2Cortland D. GraySan Diego, CALPL Financial LLC +1 moreAdviser and brokerCFPAtlas2008
3Nathan D. JarmanSan Diego, CALPL Financial LLC +1 moreAdviser and brokerCFPAtlas2014

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.