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

22 advisors

Unlock all 22
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
5Hoyt DrynanFoster City, CATeam Hewins, LLCAdviser only–Atlas2025
6Derek J. FranceFoster City, CATeam Hewins, LLCAdviser only–Atlas2017
7Christina D. Gann MunguiaFoster City, CATeam Hewins, LLCAdviser onlyCFPAtlas2016
8Luke J. HayesFoster City, CATeam Hewins, LLCAdviser only–Atlas2025
9Philip HerzbergMiami, FLTeam Hewins, LLCAdviser onlyCFPAtlas2006
10Roger C. Hewins IIIFoster City, CATeam Hewins, LLCAdviser only–Atlas2000

12 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.