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

72 advisors

Unlock all 72
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Imtiaz A. AhmedSan Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2023
2Robert C. Arredondo JrSan Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2023
3Jate'Via D. BaileySan Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2025
4Mark C. BarileSan Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2007
5Philip B. BarndsSan Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2024
6Craig S. BlessingSan Antonio, TXCapital Client Group, Inc.Adviser and brokerCFAAtlas2018
7William C. CampbellBoerne, TXCapital Client Group, Inc.Adviser and broker–Atlas2025
8Ryan P. CassinSan Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2026
9Connie P. CastilloSan Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2019
10Mark J. Comire Jr.San Antonio, TXCapital Client Group, Inc.Adviser and broker–Atlas2015

62 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.