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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. 398,212Registered 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. 36 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

36 advisors

Unlock all 36
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1William D. AlfordSan Antonio, TXTitleist Asset Management, LLCAdviser only–Atlas2017
2Christian A. AmsberrySan Francisco, CATitleist Asset Management, LLCAdviser and broker–Atlas2007
3Ann B. BarhamSan Antonio, TXTitleist Asset Management, LLCAdviser and broker–Atlas2021
4Srdjan BlumSan Antonio, TXTitleist Asset Management, LLCAdviser and brokerCFPAtlas2003
5Roy B. BlySan Antonio, TXTitleist Asset Management, LLCAdviser onlyCFPAtlas2021
6Justin L. BradyNacogdoches, TXTitleist Asset Management, LLCAdviser and broker–Atlas2010
7Scott L. BransonAustin, TXTitleist Asset Management, LLCAdviser and broker–Atlas1989
8Andrew V. Brawley IIIDripping Springs, TXTitleist Asset Management, LLCAdviser and broker–Atlas2000
9Frank H. Bullinger Jr.Witchita Falls, TXTitleist Asset Management, LLCAdviser and broker–Atlas2007
10Carlos G. CastorenaSan Antonio, TXTitleist Asset Management, LLCAdviser only–Atlas2024

26 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.