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

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Stephen R. ArmstrongMansfield, OHLexaurum AdvisorsAdviser only–Atlas2019
2Karen K. BenefielOverland Park, KSLexaurum AdvisorsAdviser only–Atlas2002
3James W. BoldtLenexa, KSLexaurum AdvisorsAdviser onlyChFCAtlas2022
4Michael J. CarpenterAthens, OHLexaurum AdvisorsAdviser and brokerCFPAtlas2002
5Gary M. ChidseyMedina, OHLexaurum AdvisorsAdviser and broker–Atlas2011
6Andrew F. ClarkOverland Park, KSLexaurum AdvisorsAdviser onlyChFCAtlas2006
7Travis DavidsonOverland Park, KSLexaurum AdvisorsAdviser and broker–Atlas2026
8Michael A. DesantisOverland Park, KSLexaurum AdvisorsAdviser onlyCFAAtlas2008
9Thomas W. DoellmanChesterfield, MOLexaurum AdvisorsAdviser only–Atlas2021
10Kenneth E. DonnellyOverland Park, KSLexaurum AdvisorsAdviser only–Atlas2006

21 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.