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FinancialADVSR

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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Dwight A. AndersonGig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2021
2Charles E. Clark Jr.Gig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2023
3Melissa L. CournyerGig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2018
4Eric DanielGig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2021
5Maxwell GraberGig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2022
6Larry R. HancockEast Wenatchee, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2008
7Daniel JacksonGig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2023
8Dana LashbaughEverett, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2026
9Erwin ReguindinGig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2022
10Marquis RichardsonGig Harbor, WAIntegrated Wealth Concepts LLCAdviser only–Atlas2025

3 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.