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

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Benjamin L. AmbrosiniCamas, WAAxxcess Wealth Management, LLCAdviser only–Atlas2022
2Jeffrey O. BormanCharleston, WVAxxcess Wealth Management, LLC +1 moreAdviser only–Atlas2012
3Caleb J. CastoCarlsbad, CAAxxcess Wealth Management, LLC +1 moreAdviser onlyCFPAtlas2022
4Michael D. CavendishBeckley, WVAxxcess Wealth Management, LLC +1 moreAdviser only–Atlas1990
5Steven D. ClementCarlsbad, CAAxxcess Wealth Management, LLCAdviser onlyCFPAtlas2021
6Meris A. CollierCarlsbad, CAAxxcess Wealth Management, LLCAdviser onlyCFPAtlas2007
7Lois A. CrichtonCharleston, WVAxxcess Wealth Management, LLC +1 moreAdviser only–Atlas2000
8Wyatt F. GibbsLaguna Beach, CAAxxcess Wealth Management, LLCAdviser only–Atlas2021
9Alexandra M. GillCarlsbad, CAAxxcess Wealth Management, LLCAdviser only–Atlas2024
10Jaime G. HefnerCarlsbad, CAAxxcess Wealth Management, LLCAdviser only–Atlas2005

21 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.