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

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eugene G. BowanLake Forest, CAValley Wealth Strategies, LLCAdviser and broker–Atlas2000
2David A. BrounleyArlington, TXValley Wealth Strategies, LLCAdviser and brokerCFP, ChFCAtlas2000
3Philip B. BullardVentura, CAValley Wealth Strategies, LLCAdviser and broker–Atlas2006
4Daniel J. BusterNewport Beach, CAValley Wealth Strategies, LLCAdviser and broker–Atlas2009
5Grant DeandreisLodi, CAValley Wealth Strategies, LLCAdviser and broker–Atlas2025
6Eric E. HughesSunnyvale, CAValley Wealth Strategies, LLCAdviser and broker–Atlas2002
7Nicole K. KikugawaSonora, CAValley Wealth Strategies, LLCAdviser and broker–Atlas2008
8Kelly A. KruzickSanta Monica, CAValley Wealth Strategies, LLCAdviser and broker–Atlas1999
9Ahamad ManohorathatLodi, CAValley Wealth Strategies, LLC +1 moreAdviser and broker–Atlas2022
10Michael J. MuellerElma, WAValley Wealth Strategies, LLCAdviser and broker–Atlas2020

11 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.