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

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bethany AhlquistWestlake, TXMeristead Wealth, LLCAdviser only–Atlas2023
2Christopher J. DelauraWestlake, TXMeristead Wealth, LLCAdviser onlyCFPAtlas2004
3Corey T. DrejasClifton Park, NYMeristead Wealth, LLCAdviser only–Atlas2023
4Christopher C. GilmorMill Valley, CAMeristead Wealth, LLCAdviser onlyCFPAtlas2005
5Michael J. JosephGilbert, AZMeristead Wealth, LLCAdviser onlyCFAAtlas2011
6Rick KennedyWestlake, TXMeristead Wealth, LLCAdviser only–Atlas2003
7Zachary LawsWestlake, TXMeristead Wealth, LLCAdviser only–Atlas2023
8Peter MahonyWestlake, TXMeristead Wealth, LLCAdviser only–Atlas2025
9David OrtizWestlake, TXMeristead Wealth, LLCAdviser only–Atlas2026
10William F. PedersenPetaluma, CAMeristead Wealth, LLCAdviser only–Atlas2002

11 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.