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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mark A. AndersonSan Francisco, CAFort Point Capital Partners LLC +1 moreAdviser onlyCFPAtlas2003
2Olusola AwofalaSan Francisco, CAFort Point Capital Partners LLCAdviser only–Atlas2011
3Christopher J. BlassickRedondo Beach, CAFort Point Capital Partners LLCAdviser and brokerCFPAtlas2018
4Andrew B. BoughanRolling Hills Estates, CAFort Point Capital Partners LLCAdviser and broker–Atlas2019
5Robin T. BrinckerhoffSan Francisco, CAFort Point Capital Partners LLCAdviser and brokerCFPAtlas2011
6Ralph M. Drybrough IIISan Francisco, CAFort Point Capital Partners LLCAdviser and broker–Atlas1999
7Roy HayaSan Francisco, CAFort Point Capital Partners LLCAdviser and broker–Atlas2022
8Jacob D. MahoneySan Francisco, CAFort Point Capital Partners LLCAdviser only–Atlas2011
9Jonathan L. MaierSan Francisco, CAFort Point Capital Partners LLCAdviser onlyCFPAtlas2022
10Timothy T. McDowellSan Francisco, CAFort Point Capital Partners LLCAdviser and broker–Atlas2015

4 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.