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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joshua ClanceyHouston, TXSkybound Wealth USAAdviser only–Atlas2026
2Taylor L. CondonHouston, TXSkybound Wealth USAAdviser only–Atlas2026
3Liam S. FrabouletSaint JoriozSkybound Wealth USAAdviser only–Atlas2024
4Haley S. HazemHouston, TXSkybound Wealth USAAdviser only–Atlas2018
5Jack S. LambLondonSkybound Wealth USAAdviser only–Atlas2018
6Sam M. LingDubaiSkybound Wealth USAAdviser only–Atlas2021
7Alexandra L. MerzEast Farleigh KentSkybound Wealth USAAdviser only–Atlas2026
8Kumar H. PatelLondonSkybound Wealth USAAdviser only–Atlas2015
9Thomas M. PewtressHouston, TXSkybound Wealth USAAdviser only–Atlas2020
10Joselyn PfeilDubaiSkybound Wealth USAAdviser only–Atlas2020

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.