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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Michael L. AllardSan Francisco, CAFreestone Capital Management, LLCAdviser only–Atlas1999
2Carolyn BarnetteSan Francisco, CAFreestone Capital Management, LLCAdviser onlyCFP, CFAAtlas2013
3Riley BarrSan Francisco, CAFreestone Capital Management, LLCAdviser onlyCFPAtlas2013
4Nicholas K. BucklinSan Francisco, CAFreestone Capital Management, LLCAdviser onlyCFAAtlas2021
5Edward B. DoubledaySanta Barbara, CAFreestone Capital Management, LLCAdviser only–Atlas2011
6Bruce S. EdwardsSan Francisco, CAFreestone Capital Management, LLCAdviser only–Atlas2006
7Seton McAndrewsSan Francisco, CAFreestone Capital Management, LLCAdviser onlyCFPAtlas2005
8Alyssa H. MorrisSan Francisco, CAFreestone Capital Management, LLCAdviser only–Atlas2013
9Ryan MorrisSan Francisco, CAFreestone Capital Management, LLCAdviser only–Atlas2024
10Samuel PunSan Francisco, CAFreestone Capital Management, LLCAdviser only–Atlas2010

3 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.