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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Warren E. BinstockSan Diego, CATelos Capital Management, Inc.Adviser onlyCFPAtlas2002
2Jeremy E. ChaffinSan Diego, CATelos Capital Management, Inc.Adviser onlyCFPAtlas1997
3Charles F. ChamberlinSan Diego, CATelos Capital Management, Inc.Adviser onlyCFAAtlas2007
4Timothy T. DrakeMission Viejo, CATelos Capital Management, Inc.Adviser onlyCFPAtlas2014
5Jonathan P. FairchildSan Diego, CATelos Capital Management, Inc.Adviser only–Atlas2001
6Aaron M. KaplanSan Diego, CATelos Capital Management, Inc.Adviser onlyCFPAtlas2023
7Stefan MeierhoferSan Diego, CATelos Capital Management, Inc.Adviser onlyCFP, CFAAtlas2000
8Jamie L. NoriegaSan Diego, CATelos Capital Management, Inc.Adviser only–Atlas2026
9Andrew W. WeldSan Diego, CATelos Capital Management, Inc.Adviser onlyCFAAtlas2006
10Michael R. WhitehurstSan Diego, CATelos Capital Management, Inc.Adviser onlyCFAAtlas1997

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.