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

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Galo BacaOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2023
2Kamil BonifaciukOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2022
3Joseph DavidsonOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2020
4Jessica B. DeboldOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser onlyCFPAtlas2006
5Samuel J. GerryOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2026
6William HarrisOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2026
7Brian R. KorienekOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2014
8Jeremy LamOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser onlyCFPAtlas2020
9Frank I. MoormanOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2026
10Andrew NapoliOakbrook Terrace, ILGoldstone Financial Group, LLCAdviser only–Atlas2019

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.