Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
AtlasFinancial ADVSR
Open free

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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alan T. BunceSan Diego, CACopley Financial Group, Inc.Adviser and broker–Atlas2006
2Kurt W. CarrollSan Diego, CACopley Financial Group, Inc.Adviser and broker–Atlas2026
3Matthew D. CopleySan Diego, CACopley Financial Group, Inc.Adviser and broker–Atlas2013
4Philip J. DenstadSan Diego, CACopley Financial Group, Inc.Adviser and broker–Atlas2019
5Kent A. HulseSan Diego, CACopley Financial Group, Inc.Adviser and brokerChFCAtlas2022
6Matthew D. KleinSan Diego, CACopley Financial Group, Inc.Adviser only–Atlas2021
7David C. MageeSan Diego, CACopley Financial Group, Inc.Adviser and broker–Atlas2012
8Troy L. RobertsonSan Diego, CACopley Financial Group, Inc.Adviser and broker–Atlas2017
9Jessica R. RothSan Diego, CACopley Financial Group, Inc.Adviser only–Atlas2026
10Scott ZardenettaSan Diego, CACopley Financial Group, Inc.Adviser and broker–Atlas2023

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.