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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
1Andre J. BaldanzaThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2024
2Brian C. CheathamThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2019
3Lucas W. CheathamThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2012
4Caeden GoeringThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2024
5Jeffrey C. GoeringThe Woodlands, TXDiamond Client Group, LLCAdviser onlyCFP, ChFCAtlas2016
6William E. GrantThe Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2007
7David R. Luedecke Jr.The Woodlands, TXDiamond Client Group, LLCAdviser only–Atlas2008
8Jonathan R. SalvatoThe Woodlands, TXDiamond Client Group, LLCAdviser onlyCFPAtlas2003
9Jeffrey J. SavoisThe Woodlands, TXDiamond Client Group, LLCAdviser and broker–Atlas2007
10William P. ScorpioFair Oaks Ranch, TXDiamond Client Group, LLCAdviser only–Atlas2026

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.