Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 34 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
34 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Nathan M. ArchuletaColorado Springs, CO | Summit Wealth Group | Adviser and broker | CFP | Atlas | 2007 |
| 2Alisha C. ButterfieldColorado Springs, CO | Summit Wealth Group | Adviser only | – | Atlas | 2016 |
| 3James E. CochranColorado Springs, CO | Summit Wealth Group | Adviser and broker | CFP | Atlas | 2009 |
| 4Michael R. ComstockColorado Springs, CO | Summit Wealth Group | Adviser only | CFP | Atlas | 2004 |
| 5Daniel E. CookGreenwood Village, CO | Summit Wealth Group | Adviser only | CFP | Atlas | 1999 |
| 6Stephen S. CrawfordColorado Springs, CO | Summit Wealth Group | Adviser and broker | – | Atlas | 2021 |
| 7Dakota B. DayColorado Springs, CO | Summit Wealth Group | Adviser only | CFP | Atlas | 2021 |
| 8Marilyn J. EisenhauerColorado Springs, CO | Summit Wealth Group | Adviser and broker | – | Atlas | 2007 |
| 9Chase R. EricksonColorado Springs, CO | Summit Wealth Group | Adviser only | CFP | Atlas | 2026 |
| 10Chelsea R. GaneyEstero, FL | Summit Wealth Group | Adviser only | CFA | Atlas | 2015 |
24 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.