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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. 398,301Registered 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. 30 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

30 advisors

Unlock all 30
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Marni K. AngusBeachwood, OHStratos Wealth Partners, Ltd. +1 moreAdviser and broker–Atlas2007
2Eric L. BiddleDublin, OHStratos Wealth Advisors LLCAdviser onlyCFPAtlas2013
3Luis CamachoBeachwood, OHStratos Wealth Partners, Ltd. +1 moreAdviser only–Atlas2003
4James C. ConleyCanton, OHStratos Wealth Advisors LLCAdviser only–Atlas2023
5Spencer P. DieckPepper Pike, OHStratos Wealth Advisors LLCAdviser only–Atlas2015
6Eric J. FesslerCincinnati, OHStratos Wealth Advisors LLCAdviser only–Atlas2023
7Brian P. FowlesWestlake, OHStratos Wealth Advisors LLCAdviser only–Atlas2000
8Richard R. GeigerHudson, OHStratos Wealth Advisors LLCAdviser only–Atlas2008
9Erik HarpsoeWestlake, OHStratos Wealth Advisors LLCAdviser only–Atlas2003
10Jason R. HostetlerCanton, OHStratos Wealth Advisors LLCAdviser only–Atlas2005

20 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.