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

66 advisors

Unlock all 66
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Wiley C. BelknapAliquippa, PACompound Planning, Inc.Adviser only–Atlas2019
2Nathan R. BengaliDenver, COCompound Planning, Inc.Adviser only–Atlas2014
3William D. BurnsNew York, NYCompound Planning, Inc.Adviser only–Atlas2016
4Dylan ClarkNew York, NYCompound Planning, Inc.Adviser only–Atlas2021
5Tyler J. CoderDes Moines, IACompound Planning, Inc.Adviser onlyCFP, PFSAtlas2022
6Adam B. ColemanNew York, NYCompound Planning, Inc.Adviser onlyCFPAtlas2020
7Timothy R. CoutureNorwood, MACompound Planning, Inc.Adviser onlyCFPAtlas2011
8Stephen O. Dean IIINew York, NYCompound Planning, Inc.Adviser onlyCFAAtlas2021
9Joseph F. Devorak IVBerthoud, COCompound Planning, Inc.Adviser only–Atlas2017
10Howard L. DingleNew York, NYCompound Planning, Inc.Adviser only–Atlas2003

56 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.