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Est. 2026The front page of wealth managementNew York

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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Wendy N. AtlinLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2025
2Gahng G. ChoiLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2026
3Kenneth A. CornuttLos Angeles, CAWestside Financial Advisors LLCAdviser onlyCFP, PFSAtlas2018
4Jon R. DennisLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2024
5Turkessa Ferrer-BabichLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2021
6Samuel LandmanLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2025
7Christopher RidoutLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2025
8Michael F. SetlichLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2024
9Roque WickerLos Angeles, CAWestside Financial Advisors LLCAdviser only–Atlas2024

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.