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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jillian G. AndrewsSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2024
2Danae S. BaltierraSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2021
3Catalina N. Cherny-SantosSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2015
4Riley G. CorbettSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2026
5Danny CungSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2008
6Robert M. GaanSan Diego, CAChristopher Weil & Co. Inc.Adviser onlyCFPAtlas2005
7Christina T. GuiangSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2025
8Tyler R. HewesSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2014
9Michael J. HubbertSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2025
10Laura T. SwordSan Diego, CAChristopher Weil & Co. Inc.Adviser only–Atlas2026

1 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.