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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 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
1Carl AhlersSeattle, WAInvesco Managed Accounts, LLCAdviser only–Atlas2013
2Nicholas A. AlbanoNew York, NYInvesco Managed Accounts, LLCAdviser only–Atlas2023
3Tim M. BenzelSeattle, WAInvesco Managed Accounts, LLCAdviser onlyCFAAtlas2007
4Marc CampagnaroSeattle, WAInvesco Managed Accounts, LLCAdviser only–Atlas2024
5Rory J. DavanRidgewood, NJInvesco Managed Accounts, LLCAdviser and broker–Atlas2008
6Stanley M. DomanskiMilton, GAInvesco Managed Accounts, LLCAdviser and broker–Atlas2013
7Terrance GoodlettAtlanta, GAInvesco Managed Accounts, LLCAdviser and broker–Atlas2025
8Kent R. McGlincy Jr.Tabernash, COInvesco Managed Accounts, LLCAdviser and broker–Atlas2009
9Kenneth M. MisnerHouston, TXInvesco Managed Accounts, LLCAdviser and broker–Atlas2014
10Jordan E. MixsellSeattle, WAInvesco Managed Accounts, LLCAdviser only–Atlas2012

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.