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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. 398,212Registered 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. 51 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

51 advisors

Unlock all 51
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Taylor W. ArmstrongPortland, ORSecure Asset Management, L.L.C.Adviser and broker–Atlas2019
2Scott M. BarthFlower Mound, TXSecure Asset Management, L.L.C.Adviser and broker–Atlas2007
3Jeffrey R. BonyngeTroy, MISecure Asset Management, L.L.C.Adviser and broker–Atlas2018
4Austin A. BowlinSan Francisco, CASecure Asset Management, L.L.C.Adviser and broker–Atlas2021
5Roger W. BowlinSan Francisco, CASecure Asset Management, L.L.C.Adviser and broker–Atlas2000
6Glen H. ChesterGranada Hills, CASecure Asset Management, L.L.C.Adviser and brokerCFPAtlas2003
7Craig T. ConleyTroy, MISecure Asset Management, L.L.C.Adviser only–Atlas2017
8David R. CoughlinOrange Park, FLSecure Asset Management, L.L.C.Adviser and brokerCFPAtlas2000
9Kevin P. DammanTroy, MISecure Asset Management, L.L.C.Adviser and broker–Atlas2008
10Nancy L. DanielNaples, FLSecure Asset Management, L.L.C.Adviser and broker–Atlas2001

41 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.