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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 64 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

64 advisors

Unlock all 64
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Edward D. Agostinelli Sr.Overland Park, KSMariner WealthAdviser only–Atlas2024
2Sherri AndersonChattanooga, TNMariner WealthAdviser only–Atlas2025
3Kevin BakerOverland Park, KSMariner WealthAdviser only–Atlas2024
4Robert H. BergerOverland Park, KSMariner WealthAdviser only–Atlas2007
5Donna J. BriggsOverland Park, KSMariner WealthAdviser only–Atlas2014
6Scott A. BrokkeOverland Park, KSMariner WealthAdviser only–Atlas2007
7Timothy G. BruckerState College, PAMariner WealthAdviser only–Atlas2011
8Jeff J. BurdsOverland Park, KSMariner WealthAdviser only–Atlas2009
9Patrick J. CalvertOverland Park, KSMariner WealthAdviser only–Atlas2018
10David CampbellOverland Park, KSMariner WealthAdviser only–Atlas2026

54 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.