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

51 advisors

Unlock all 51
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1June C. AdamsIrvine, CATrilogy Capital, Inc.Adviser and broker–Atlas2012
2Michael S. BakhshiTorrance, CATrilogy Capital, Inc.Adviser and broker–Atlas2011
3Derrick L. BlanchetteCorona, CATrilogy Capital, Inc.Adviser only–Atlas2016
4Howard R. BolotinSan Diego, CATrilogy Capital, Inc.Adviser only–Atlas1999
5Nathan C. BrownCorona, CATrilogy Capital, Inc.Adviser and broker–Atlas2009
6Jericho CaneteCorona, CATrilogy Capital, Inc.Adviser only–Atlas2024
7Gavin R. DankertCorona, CATrilogy Capital, Inc.Adviser only–Atlas2025
8Gabriel U. DelunaWest Covina, CATrilogy Capital, Inc.Adviser only–Atlas2012
9Casey DettorreCorona, CATrilogy Capital, Inc.Adviser and brokerCFPAtlas2009
10Jeanwin Y. DoreusIrvine, CATrilogy Capital, Inc.Adviser only–Atlas2025

41 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.