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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ronald J. BartonGig Harbor, WALighthouse Wealth Strategies, LLCAdviser only–Atlas2000
2Brady B. BuskirkGig Harbor, WALighthouse Wealth Strategies, LLC +1 moreAdviser only–Atlas2010
3Brian W. BuskirkGig Harbor, WALighthouse Wealth Strategies, LLC +1 moreAdviser only–Atlas1991
4Karsten J. CaviezelGig Harbor, WALighthouse Wealth Strategies, LLCAdviser only–Atlas2000
5Megan A. HayesGig Harbor, WALighthouse Wealth Strategies, LLCAdviser only–Atlas2012
6Gabrial S. MathewsLivingston, MTLighthouse Wealth Strategies, LLCAdviser only–Atlas2023
7Kimberly M. NordiGig Harbor, WALighthouse Wealth Strategies, LLC +1 moreAdviser only–Atlas2011
8Bergen R. PalmerGig Harbor, WALighthouse Wealth Strategies, LLC +1 moreAdviser only–Atlas2025
9Marty E. PaulGig Harbor, WALighthouse Wealth Strategies, LLC +1 moreAdviser only–Atlas2000
10Zachary PaulGig Harbor, WALighthouse Wealth Strategies, LLC +1 moreAdviser only–Atlas2022

1 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.