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FinancialADVSR

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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jason AceitunoSan Mateo, CAWorld Investment Advisors, LLCAdviser only–Atlas2018
2Michael A. AguadoSan Ramon, CAWorld Investment Advisors, LLCAdviser and broker–Atlas2003
3Antonio DominguezSan Ramon, CAWorld Investment Advisors, LLCAdviser and broker–Atlas2005
4Amirali EhsanPoway, CAWorld Investment Advisors, LLCAdviser only–Atlas2026
5Ryne A. FesslerBakersfield, CAWorld Investment Advisors, LLCAdviser only–Atlas2024
6Lisa A. GallegosGranite Bay, CAWorld Investment Advisors, LLCAdviser only–Atlas2003
7Ryan D. GensickeIrvine, CAWorld Investment Advisors, LLCAdviser and broker–Atlas2018
8Rachel M. HarrisSan Ramon, CAWorld Investment Advisors, LLCAdviser and broker–Atlas2021
9James D. HollyLaguna Niguel, CAWorld Investment Advisors, LLCAdviser and broker–Atlas2014
10Kera K. HunsakerSan Francisco, CAWorld Investment Advisors, LLCAdviser only–Atlas2025

17 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.