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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 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
1Andrew V. AlbanoNewtown, PALri InvestmentsAdviser only–Atlas2026
2Evan T. AltuzarraTucson, AZLri InvestmentsAdviser only–Atlas2026
3Kenneth S. AumanPalm Beach Gardens, FLLri InvestmentsAdviser onlyCFPAtlas2012
4Erik BjorvikPalm Beach Gardens, FLLri InvestmentsAdviser only–Atlas2006
5Glen A. CoralPalm Beach Gardens, FLLri InvestmentsAdviser and brokerChFCAtlas2005
6Kenneth M. DawsonNewtown, PALri InvestmentsAdviser and broker–Atlas2024
7Andrew C. DestefanoPalm Beach Gardens, FLLri InvestmentsAdviser and broker–Atlas2026
8Keith D. EhingerPalm Beach Gardens, FLLri InvestmentsAdviser and broker–Atlas2024
9Bruce M. FletcherPalm Beach Gardens, FLLri InvestmentsAdviser and broker–Atlas2007
10Alexander S. HeynigerPalm Beach Gardens, FLLri InvestmentsAdviser and broker–Atlas2024

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.