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FinancialADVSR

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

69 advisors

Unlock all 69
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Martinez F. AnnaSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2026
2Jackson E. Aris-DumasSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2026
3Andrew H. AubeSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2026
4Peter P. BachalisSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2016
5Michaela G. BarnettSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2018
6Adam J. BattatSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2021
7Tessa BednarzSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2018
8Jacob T. BiedronskiSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2021
9Maximilien T. BonnefoySan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2024
10Kazan N. BraeckmanSan Francisco, CAIconiq Capital, LLCAdviser only–Atlas2016

59 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.