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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Levi A. BlackmonLubbock, TXLonestar Registered Investment Advisors, LLC +1 moreAdviser only–Atlas2025
2Timothy L. BrownSan Antonio, TXLonestar Registered Investment Advisors, LLC +1 moreAdviser only–Atlas2007
3Jaxon R. BurnettLubbock, TXLonestar Registered Investment Advisors, LLCAdviser only–Atlas2026
4Michael J. ByersDallas, TXLonestar Registered Investment Advisors, LLC +2 moreAdviser only–Atlas2008
5Christian D. CaraveoSan Antonio, TXLonestar Registered Investment Advisors, LLCAdviser only–Atlas2023
6Stephen J. ChristopherLubbock, TXLonestar Registered Investment Advisors, LLC +1 moreAdviser only–Atlas2009
7Evan J. ElzenbergerSan Antonio, TXLonestar Registered Investment Advisors, LLCAdviser only–Atlas2026
8Rolando Z. RodriguezLubbock, TXLonestar Registered Investment Advisors, LLCAdviser only–Atlas2025
9Zachary D. ScottSan Antonio, TXLonestar Registered Investment Advisors, LLCAdviser only–Atlas2026
10Steven M. TempleTroy, OHLonestar Registered Investment Advisors, LLCAdviser only–Atlas2001

1 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.