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FinancialADVSR

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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Roberta L. BechtelSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2007
2Mitchell L. BortolottoSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2015
3Kyle B. DanielsSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2018
4Michael GarriganSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2018
5Julian GoodmanSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2025
6Nicholas ImbimboSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2015
7Marcus NilssonSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2021
8Nico T. RussoSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2018
9Kyle SingletonSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2018
10James R. WhiteSan Rafael, CAStonebridge Financial GroupAdviser only–Atlas2000

2 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.