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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. 398,301Registered 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. 21 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

21 advisors

Unlock all 21
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mohammad AboodWesley Chapel, FLSinger Wealth Advisors LLCAdviser only–Atlas2025
2Michala K. AlmsteadTampa, FLSinger Wealth Advisors LLCAdviser only–Atlas2025
3Jacob E. ButlerBoca Raton, FLSinger Wealth Advisors LLCAdviser only–Atlas2022
4Stavros DeriziotisBoca Raton, FLSinger Wealth Advisors LLCAdviser only–Atlas2026
5Bianca V. DesaiBoca Raton, FLSinger Wealth Advisors LLCAdviser only–Atlas2025
6David R. FriedlandAventura, FLSinger Wealth Advisors LLCAdviser only–Atlas2023
7Johnathon S. Ho-OnWesley Chapel, FLSinger Wealth Advisors LLCAdviser only–Atlas2025
8Brandon S. JudasPalm Bay, FLSinger Wealth Advisors LLCAdviser only–Atlas2020
9Nathaniel KalilBoca Raton, FLSinger Wealth Advisors LLCAdviser only–Atlas2024
10Charles LandryWest Palm Beach, FLSinger Wealth Advisors LLCAdviser only–Atlas2022

11 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.