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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Sarah A. BraceTorrance, CAAscentis Independent Advisors, LLCAdviser only–Atlas2009
2Daniel R. CatoneFort Bragg, CARedwood Investment Group, Inc. +4 moreAdviser only–Atlas2006
3Matthew T. CatoneDallas, TXAscentis Independent Advisors, LLC +3 moreAdviser only–Atlas2021
4Cheryl D. HurneFresno, CAAscentis Independent Advisors, LLCAdviser only–Atlas2006
5Patrick M. Jeffs-CatoneFort Bragg, CARedwood Investment Group, Inc. +3 moreAdviser and broker–Atlas2011
6Shannon A. KujawaNewport Beach, CAAscentis Independent Advisors, LLCAdviser only–Atlas2012
7Jarrod C. MartinezFresno, CAAscentis Independent Advisors, LLCAdviser and broker–Atlas2001
8John E. NahasSouth Coast Metro, CAAscentis Asset Management, LLC +2 moreAdviser only–Atlas2014
9Misty D. PorterYucca Valley, CAAscentis Independent Advisors, LLCAdviser onlyCFPAtlas2005
10Robert C. PowellModesto, CAAscentis Independent Advisors, LLCAdviser and brokerCFPAtlas2011

4 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.