Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 107 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
107 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Kenneth C. AcamporaEnglewood, CO | Western Wealth Management LLC | Adviser and broker | – | Atlas | 2011 |
| 2Guillermo D. AdameSan Diego, CA | Western Wealth Management LLC | Adviser and broker | ChFC | Atlas | 2005 |
| 3Michael S. AkinsGolden, CO | Western Wealth Management LLC | Adviser only | – | Atlas | 2005 |
| 4Aaron P. BagullyGolden, CO | Western Wealth Management LLC | Adviser and broker | – | Atlas | 2012 |
| 5Ali BarghelameDenver, CO | Western Wealth Management LLC | Adviser only | ChFC | Atlas | 2006 |
| 6Shane S. BartholomewSaint George, UT | Western Wealth Management LLC | Adviser and broker | – | Atlas | 1997 |
| 7Gregory BealGolden, CO | Western Wealth Management LLC | Adviser and broker | CFP | Atlas | 2006 |
| 8Samuel L. BerdineBeaver Falls, PA | Western Wealth Management LLC | Adviser and broker | CFP | Atlas | 2023 |
| 9Ross E. BillowsGolden, CO | Western Wealth Management LLC | Adviser and broker | – | Atlas | 2004 |
| 10Edwin S. Blanchard IIGolden, CO | Western Wealth Management LLC +1 more | Adviser and broker | – | Atlas | 2001 |
97 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.