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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. 398,301Registered 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. 31 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kevin J. BowlerSan Diego, CAMma Securities LLC +1 moreAdviser and broker–Atlas2005
2Linda K. BrightSan Diego, CAMma Securities LLCAdviser only–Atlas2010
3Trevor G. BychSan Diego, CAMma Securities LLCAdviser only–Atlas2023
4Marshal S. ChamplinSan Diego, CAMma Securities LLC +1 moreAdviser and broker–Atlas2024
5Kevin J. ChenGranada Hills, CAMma Securities LLCAdviser only–Atlas2016
6Corey A. ColemanSan Diego, CAMma Securities LLCAdviser only–Atlas2017
7Ryan J. EspingSan Diego, CAMma Securities LLCAdviser and brokerCFAAtlas2010
8Matija FistrovicSan Diego, CAMma Securities LLCAdviser only–Atlas2015
9Cy W. FreemanSan Diego, CAMma Securities LLCAdviser and broker–Atlas2018
10Eric D. GefreSan Diego, CAMma Securities LLCAdviser and broker–Atlas2008

21 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.