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

114 advisors

Unlock all 114
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Terrance W. ArgesSan Diego, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2011
2Becky AustinModesto, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2025
3Manoj BainsModesto, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2025
4Andrew BautistaIrvine, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2024
5Douglas BeaverIrvine, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2024
6Livia BenjaminLa Jolla, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2025
7Galina BerkovichLa Jolla, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2022
8William J. BettisCarlsbad, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2001
9Jason BevacquaGarden Grove, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2026
10Kahni BizubIrvine, CAIntegrated Wealth Concepts LLCAdviser only–Atlas2024

104 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.