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

32 advisors

Unlock all 32
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mahesvar AksDallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2025
2Maria Regina I. AlvisDallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2021
3Anthony F. Apollaro Jr.Coppell, TXCoppell Advisory Solutions LLCAdviser only–Atlas2008
4Elizabeth M. CacanindinDallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2021
5John M. CanadaForney, TXBusiness Blocks 101, Inc. +1 moreAdviser onlyChFCAtlas2002
6Adam R. CarrollDallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2024
7Tracy B. CoffmanDallas, TXCoppell Advisory Solutions LLCAdviser and broker–Atlas2007
8Jonathan P. DobsonDallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2022
9Elizabeth C. DonihueDallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2025
10Adam R. DowlenArlington, TXCoppell Advisory Solutions LLCAdviser only–Atlas2021

22 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.