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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. 398,301Registered 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. 80 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

80 advisors

Unlock all 80
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bradley N. AdamsKnoxville, TNPfs Investments Inc.Adviser and broker–Atlas2025
2Raphael AngoneSeymour, TNPfs Investments Inc.Adviser only–Atlas2026
3Eddie Ard Jr.Nashville, TNPfs Investments Inc.Adviser and broker–Atlas2019
4Adriane BaileyChattanooga, TNPfs Investments Inc.Adviser and broker–Atlas2020
5Barbara L. BaldwinMemphis, TNPfs Investments Inc.Adviser and broker–Atlas2025
6Jasper BaptistMadison, TNPfs Investments Inc.Adviser and broker–Atlas2016
7Matthew D. BarnesMount Juliet, TNPfs Investments Inc.Adviser and broker–Atlas2024
8Randy B. BarnumMurfreesboro, TNPfs Investments Inc.Adviser and broker–Atlas2021
9Rolondo BonnerTalbott, TNPfs Investments Inc.Adviser and broker–Atlas2025
10William T. BrabantGallatin, TNPfs Investments Inc.Adviser and broker–Atlas2024

70 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.