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

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Chris R. BensonEnglewood, COWealth Watch Advisors, Inc.Adviser only–Atlas2025
2Michael B. DavisEnglewood, COWealth Watch Advisors, Inc.Adviser only–Atlas2020
3Kelli L. GabrielEnglewood, COWealth Watch Advisors, Inc.Adviser only–Atlas2000
4William E. GastlEnglewood, COWealth Watch Advisors, Inc.Adviser only–Atlas2015
5Benjamin M. GreenEnglewood, COWealth Watch Advisors, Inc.Adviser only–Atlas2026
6Matt R. GsellmanEnglewood, COWealth Watch Advisors, Inc.Adviser onlyCFPAtlas2020
7Brian W. JohnsonCentennial, COWealth Watch Advisors, Inc.Adviser only–Atlas2006
8John C. KammEnglewoood, COWealth Watch Advisors, Inc.Adviser only–Atlas2012
9Jeffrey K. MartinChandler, AZWealth Watch Advisors, Inc. +1 moreAdviser only–Atlas2006
10Andrew J. MongBroomfield, COWealth Watch Advisors, Inc.Adviser only–Atlas2023

5 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.