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

80 advisors

Unlock all 80
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Hermogenes P. Abero Jr.Dallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2021
2Mahesvar AksLivermore, CACoppell Advisory Solutions LLCAdviser only–Atlas2025
3Maria Regina I. AlvisStockton, CACoppell Advisory Solutions LLCAdviser only–Atlas2021
4Anthony F. Apollaro Jr.Coppell, TXCoppell Advisory Solutions LLCAdviser only–Atlas2008
5Terrence C. AsuncionSan Jose, CACoppell Advisory Solutions LLCAdviser only–Atlas2022
6Ethan BallCedar Rapids, IACoppell Advisory Solutions LLCAdviser only–Atlas2022
7Leo M. BiscochoDallas, TXCoppell Advisory Solutions LLCAdviser only–Atlas2023
8Andrew C. BracePortland, MICoppell Advisory Solutions LLCAdviser only–Atlas2014
9Christopher O. BraceSunfield, MICoppell Advisory Solutions LLCAdviser only–Atlas2014
10Zachary A. BrotzmanCedar Rapids, IACoppell Advisory Solutions LLCAdviser only–Atlas2025

70 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.