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Est. 2026The front page of wealth managementNew York

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AtlasFinancial ADVSR
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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
1Brandon BlankenshipOverland Park, KSTriune Financial Partners, LLCAdviser onlyCFPAtlas2010
2Blaine ClineOverland Park, KSTriune Financial Partners, LLCAdviser onlyCFPAtlas2026
3Robert W. CrewOverland Park, KSTriune Financial Partners, LLCAdviser onlyCFP, CFAAtlas1999
4Ashley F. DalyOverland Park, KSTriune Financial Partners, LLCAdviser only–Atlas2026
5Rece DawsonOverland Park, KSTriune Financial Partners, LLCAdviser onlyCFPAtlas2023
6Thomas C. ElmsOverland Park, KSTriune Financial Partners, LLCAdviser onlyCFPAtlas2019
7Melissa P. Figeac-NanezOverland Park, KSTriune Financial Partners, LLCAdviser only–Atlas2012
8J E. HartzlerOverland Park, KSTriune Financial Partners, LLCAdviser only–Atlas2008
9Geoffrey S. HuberOverland Park, KSTriune Financial Partners, LLCAdviser onlyCFP, ChFCAtlas1998
10Jefferey R. JaworskiOverland Park, KSTriune Financial Partners, LLCAdviser onlyCFPAtlas1999

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.