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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. 398,212Registered 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. 65 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

65 advisors

Unlock all 65
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 CaneteIrvine, CATrilogy Capital, Inc.Adviser only–Atlas2024
7Carolina Carranza HernandezScottsdale, AZTrilogy Capital, Inc.Adviser only–Atlas2021
8Gavin R. DankertCorona, CATrilogy Capital, Inc.Adviser only–Atlas2025
9Gonzalo De Leon PlataScottsdale, AZTrilogy Capital, Inc.Adviser and broker–Atlas2014
10Gabriel U. DelunaWest Covina, CATrilogy Capital, Inc.Adviser only–Atlas2012

55 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.