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

25 advisors

Unlock all 25
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kent T. BoatwrightHouston, TXStrategic Financial Concepts, LLCAdviser and broker–Atlas2021
2Dean L. BoebingerHouston, TXStrategic Financial Concepts, LLCAdviser onlyCFPAtlas2000
3Robert P. BrunsHouston, TXStrategic Financial Concepts, LLCAdviser and broker–Atlas2002
4Ryan J. BubelaAustin, TXStrategic Financial Concepts, LLCAdviser and broker–Atlas2005
5Richard A. EdgettSan Antonio, TXStrategic Financial Concepts, LLCAdviser and broker–Atlas2023
6Savannah C. ForsterSan Antonio, TXStrategic Financial Concepts, LLCAdviser only–Atlas2020
7Madison N. FranklinSan Antonio, TXStrategic Financial Concepts, LLCAdviser only–Atlas2026
8George Gomez Sr.El Paso, TXLPL Financial LLC +1 moreAdviser and broker–Atlas2005
9Michael R. HarveyRound Rock, TXStrategic Financial Concepts, LLCAdviser and broker–Atlas2005
10Eddie J. Hebert Jr.Kyle, TXStrategic Financial Concepts, LLCAdviser only–Atlas2004

15 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.