Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 16 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
16 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Margaret O. BridgesSan Diego, CA | Centura Wealth Advisory | Adviser only | – | Atlas | 2026 |
| 2Cade B. BuchananSan Diego, CA | Centura Wealth Advisory | Adviser only | – | Atlas | 2025 |
| 3Matthew J. CayelliSan Diego, CA | Centura Wealth Advisory | Adviser only | – | Atlas | 2025 |
| 4Sean K. ClarkSan Diego, CA | Centura Wealth Advisory | Adviser only | – | Atlas | 2006 |
| 5Curtis W. CustardSan Diego, CA | Centura Wealth Advisory | Adviser only | CFA | Atlas | 2026 |
| 6Lyndsay DaviesMurrieta, CA | Davies Financial Advisors, Inc. +1 more | Adviser only | – | Atlas | 2023 |
| 7Matthew R. GriffithSan Diego, CA | Centura Wealth Advisory | Adviser only | CFP | Atlas | 2007 |
| 8Samantha D. LawrenceSan Diego, CA | Centura Wealth Advisory | Adviser only | CFP | Atlas | 2022 |
| 9David MartinezSan Diego, CA | Centura Wealth Advisory | Adviser only | – | Atlas | 2021 |
| 10Derek C. MyronSan Diego, CA | Centura Wealth Advisory | Adviser only | CFP | Atlas | 2001 |
6 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.