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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joan H. ClevelandSan Antonio, TXSwbc Investment CompanyAdviser and brokerChFCAtlas2005
2Hunter DarlingSan Antonio, TXSwbc Investment CompanyAdviser and broker–Atlas2026
3Christopher R. DewlenSan Antonio, TXSwbc Investment CompanyAdviser and broker–Atlas2004
4Christopher C. ElbrechtSan Antonio, TXSwbc Investment CompanyAdviser and broker–Atlas2008
5Stephanie E. FloresSan Antonio, TXSwbc Investment CompanyAdviser and broker–Atlas2024
6Kyle D. HittleSan Antonio, TXSwbc Investment CompanyAdviser and broker–Atlas2025
7Alejandro G. IretaSan Antonio, TXSwbc Investment CompanyAdviser and brokerCFPAtlas2016
8Cameron R. KnightSan Antonio, TXSwbc Investment CompanyAdviser and brokerCFPAtlas2022
9Joshua B. LynchSan Antonio, TXSwbc Investment CompanyAdviser and brokerCFAAtlas2009
10Paul K. Marshall IIISan Antonio, TXSwbc Investment CompanyAdviser and broker–Atlas2004

7 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.