Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jeffrey D. BarreraCypress, CA | Miramontes Capital, LLC | Adviser and broker | – | Atlas | 2007 |
| 2David A. BoyerNewport Beach, CA | Miramontes Capital, LLC | Adviser and broker | – | Atlas | 2003 |
| 3Christian CanzoneNewport Beach, CA | Miramontes Capital, LLC | Adviser only | – | Atlas | 2022 |
| 4Brian W. FooteNewport Beach, CA | Miramontes Capital, LLC | Adviser only | CFA | Atlas | 2026 |
| 5George N. GopiaoNewport Beach, CA | Miramontes Capital, LLC | Adviser and broker | – | Atlas | 2006 |
| 6Martin J. LombranoNewport Beach, CA | Miramontes Capital, LLC | Adviser and broker | – | Atlas | 2001 |
| 7Isidro Z. MiramontesNewport Beach, CA | Miramontes Capital, LLC | Adviser and broker | – | Atlas | 1997 |
| 8Daniel NewmanCulver City, CA | Miramontes Capital, LLC | Adviser only | CFP | Atlas | 2007 |
| 9Michael L. RemingtonNewport Beach, CA | Miramontes Capital, LLC | Adviser and broker | – | Atlas | 2008 |
| 10Noah A. SosaPorter Ranch, CA | Miramontes Capital, LLC | Adviser only | – | Atlas | 2024 |
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.