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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Matthew D. AndersonDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2006
2Aaron C. BarnesDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2025
3Hamid R. ClarkDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2023
4Michael J. CooleyDes Moines, IAAltitude Capital Management LLCAdviser onlyChFCAtlas2019
5Regina CornelioDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2024
6Matthew J. FitzgeraldDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2014
7Harry R. GreeneDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2008
8James B. HeningerDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2026
9Daniel A. NatoliDes Moines, IAAltitude Capital Management LLCAdviser only–Atlas2019
10John E. PerezDes Moines, IAAltitude Capital Management LLCAdviser onlyCFPAtlas2006

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.