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FinancialADVSR

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

32 advisors

Unlock all 32
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Samuel AdamsGlendale, CAKinetic Investment Management, Inc.Adviser only–Atlas2017
2Jacob P. BerkmanLos Angeles, CAKinetic Investment Management, Inc.Adviser only–Atlas2025
3Mark BiggsBowling Green, KYKinetic Investment Management, Inc.Adviser only–Atlas2021
4Luke BrownLos Angeles, CAKinetic Investment Management, Inc.Adviser only–Atlas2026
5Jamale T. CarothersLos Angeles, CAKinetic Investment Management, Inc.Adviser only–Atlas2022
6Scott O. ChapmanBrooksville, FLKinetic Investment Management, Inc.Adviser only–Atlas2026
7Jonathan P. DigerolamoLos Angeles, CAKinetic Investment Management, Inc.Adviser only–Atlas2026
8Paul L. DigerolamoLos Angeles, CAKinetic Investment Management, Inc.Adviser only–Atlas2020
9Samuel J. DigerolamoLos Angeles, CAKinetic Investment Management, Inc.Adviser only–Atlas2026
10Mitchell DudleyLos Angeles, CAKinetic Investment Management, Inc.Adviser only–Atlas2026

22 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.