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FinancialADVSR

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

107 advisors

Unlock all 107
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Craig C. AdamsAustin, TXHub Investment Partners, LLCAdviser only–Atlas2014
2Garrett AdamsAustin, TXHub Investment Partners, LLCAdviser only–Atlas2015
3Matthew R. AlmquistAustin, TXHub Investment Partners, LLCAdviser only–Atlas2024
4Alexander A. AntskaitisLouisville, KYHub Investment Partners, LLCAdviser onlyCFAAtlas2004
5Frederik ArroyavePasadena, CAHub Investment Partners, LLC +1 moreAdviser only–Atlas2020
6Alp A. AtabekAustin, TXHub Investment Partners, LLCAdviser only–Atlas2001
7Theresa AyersAustin, TXHub Investment Partners, LLCAdviser only–Atlas2010
8Steven M. BazisOmaha, NEHub Investment Partners, LLCAdviser only–Atlas2016
9Dennis W. BielikAustin, TXHub Investment Partners, LLCAdviser onlyCFPAtlas2012
10David C. BoothAustin, TXHub Investment Partners, LLCAdviser only–Atlas2025

97 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.