Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 75 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
75 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Steven I. BalabanElk Grove, CA | Concorde Asset Management, LLC | Adviser and broker | CFP | Atlas | 1997 |
| 2Eric BarbaritaSan Diego, CA | Concorde Asset Management, LLC | Adviser and broker | – | Atlas | 2022 |
| 3Matt BranstetterNoble, OK | Concorde Asset Management, LLC | Adviser and broker | – | Atlas | 2001 |
| 4Robert R. ButtsAnn Arbor, MI | Concorde Asset Management, LLC | Adviser and broker | – | Atlas | 2017 |
| 5Daniel K. CharleyAnn Arbor, MI | Concorde Asset Management, LLC | Adviser and broker | – | Atlas | 2016 |
| 6John G. ChessColumbus, OH | Concorde Asset Management, LLC | Adviser and broker | – | Atlas | 2006 |
| 7Danielle L. DelongchampAnn Arbor, MI | Concorde Asset Management, LLC | Adviser and broker | – | Atlas | 2011 |
| 8Damian J. DeringAnn Arbor, MI | Concorde Asset Management, LLC | Adviser and broker | ChFC | Atlas | 1997 |
| 9Jennifer L. DonaisWilliston, ND | Concorde Asset Management, LLC | Adviser and broker | CFP | Atlas | 2012 |
| 10Jacob D. DriverAnn Arbor, MI | Concorde Asset Management, LLC | Adviser and broker | – | Atlas | 2025 |
65 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.