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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. 398,301Registered 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. 11 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Alan G. BradleySugar Land, TXRwm Capital, LLCAdviser onlyCFPAtlas2016
2Michael P. CanonicaSugar Land, TXRwm Capital, LLCAdviser only–Atlas2026
3Robert J. KirbySugar Land, TXRwm Capital, LLCAdviser only–Atlas2026
4Zhaoxia LinSugar Land, TXRwm Capital, LLCAdviser only–Atlas2023
5Michael MarkiewiczSugar Land, TXRwm Capital, LLCAdviser only–Atlas2014
6Thomas N. Moore IIISugar Land, TXRwm Capital, LLCAdviser only–Atlas2022
7Victor Morales BlandonKaty, TXRwm Capital, LLCAdviser only–Atlas2025
8Richard D. Peek IIISugar Land, TXRwm Capital, LLCAdviser only–Atlas2025
9Paul E. Roberts IIISugar Land, TXRwm Capital, LLCAdviser only–Atlas2017
10Michael L. ThompsonSugar Land, TXRwm Capital, LLCAdviser only–Atlas2005

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.