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

13 advisors

Unlock all 13
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1David J. AllredSan Clemente, CAIgnite Planners LLCAdviser only–Atlas2008
2Jaxson AllredSan Clemente, CAIgnite Planners LLCAdviser only–Atlas2023
3Charles B. ConnersIrvine, CAIgnite Planners LLCAdviser onlyCFPAtlas1997
4Gregory H. CooleySan Clemente, CAIgnite Planners LLCAdviser onlyCFPAtlas2006
5Wesley A. HaynesSan Clemente, CAIgnite Planners LLCAdviser only–Atlas2023
6Hunter JefcoatSan Clemente, CAIgnite Planners LLCAdviser only–Atlas2022
7Kenneth C. Johnson Sr.San Clemente, CAIgnite Planners LLCAdviser only–Atlas2014
8Andrew B. LabasSan Clemente, CAIgnite Planners LLCAdviser onlyCFPAtlas2003
9Jimmy D. Long Jr.San Clemente, CAIgnite Planners LLCAdviser only–Atlas2015
10Leonard E. Moulin IIISan Clemente, CAIgnite Planners LLCAdviser and brokerCFAAtlas2008

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.