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

32 advisors

Unlock all 32
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John L. AveryLakeway, TXFinancial Gravity Family Office Services, LLCAdviser only–Atlas1999
2Marc R. BarnesLakeway, TXFinancial Gravity Family Office Services, LLCAdviser only–Atlas2023
3Jon E. BellAlbuquerque, NMFinancial Gravity Family Office Services, LLCAdviser only–Atlas2024
4Kristopher D. BlaslLeander, TXFinancial Gravity Family Office Services, LLCAdviser only–Atlas2019
5Christian BrakkeNew Orleans, LAFinancial Gravity Family Office Services, LLCAdviser only–Atlas2022
6Karen CassidyLakeway, TXFinancial Gravity Family Office Services, LLCAdviser only–Atlas2021
7John T. Drawdy Jr.Lakeway, TXFinancial Gravity Family Office Services, LLCAdviser only–Atlas2005
8Daniel W. Dubose Jr.Houston, TXFinancial Gravity Family Office Services, LLCAdviser only–Atlas2017
9Lauren FischerLakeway, TXFinancial Gravity Family Office Services, LLC +1 moreAdviser onlyCFPAtlas2022
10Loren J. GrabauLos Alamos, CAFinancial Gravity Family Office Services, LLCAdviser only–Atlas2019

22 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.