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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. 398,212Registered 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. 269 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

269 advisors

Unlock all 269
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ricardo O. AllimanLas Vegas, NVFoundations Investment Advisors LLCAdviser only–Atlas2023
2Joseph A. AndersonPhoenix, AZFoundations Investment Advisors LLCAdviser only–Atlas2016
3Daniel J. AndreottaPhoenix, AZFoundations Investment Advisors LLCAdviser only–Atlas2022
4Emily D. ArnoldDenver, COFoundations Investment Advisors LLCAdviser only–Atlas2009
5Jarrod W. ArnoldHayden, IDFoundations Investment Advisors LLCAdviser only–Atlas2025
6Alfredo AtencioPhoenix, AZFoundations Investment Advisors LLCAdviser only–Atlas2025
7Joseph G. BaakliniPhoenix, AZFoundations Investment Advisors LLCAdviser onlyCFPAtlas2019
8Ernest A. BaillargeonPhoenix, AZFoundations Investment Advisors LLCAdviser only–Atlas2015
9Galen D. Bargerstock Jr.Phoenix, AZFoundations Investment Advisors LLCAdviser only–Atlas2022
10Jeremy P. BarnardPhoenix, AZFoundations Investment Advisors LLCAdviser only–Atlas2017

259 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.