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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. 398,301Registered 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. 17 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher R. AndersonFoster City, CATeam Hewins, LLCAdviser only–Atlas2014
2Margaret E. AveryFoster City, CATeam Hewins, LLCAdviser only–Atlas2026
3Mikhael BalachovFoster City, CATeam Hewins, LLCAdviser only–Atlas2021
4John M. BusselFoster City, CATeam Hewins, LLCAdviser only–Atlas2002
5Derek J. FranceFoster City, CATeam Hewins, LLCAdviser only–Atlas2017
6Christina D. Gann MunguiaFoster City, CATeam Hewins, LLCAdviser onlyCFPAtlas2016
7Luke J. HayesFoster City, CATeam Hewins, LLCAdviser only–Atlas2025
8Roger C. Hewins IIIFoster City, CATeam Hewins, LLCAdviser only–Atlas2000
9Patrice M. HornungFoster City, CATeam Hewins, LLCAdviser onlyCFPAtlas2009
10Alireza HosseinlarFoster City, CATeam Hewins, LLCAdviser onlyCFPAtlas2022

7 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.