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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kristopher S. AbernethyWinston Salem, NCSalem Investment Counselors Inc.Adviser only–Atlas2006
2Robert T. BeachWinston-Salem, NCSalem Investment Counselors Inc.Adviser only–Atlas2000
3Dale M. BrownWinston-Salem, NCSalem Investment Counselors Inc.Adviser only–Atlas2000
4Jesse F. Goins IIIWinston Salem, NCSalem Investment Counselors Inc.Adviser only–Atlas2002
5Jeffrey C. HowardWinston-Salem, NCSalem Investment Counselors Inc.Adviser only–Atlas1997
6Kenneth S. JonesWinston-Salem, NCSalem Investment Counselors Inc.Adviser only–Atlas2000
7Andrew D. KalmanArlington, VASalem Investment Counselors Inc.Adviser onlyCFAAtlas2009
8George G. Keener IVWinston Salem, NCSalem Investment Counselors Inc.Adviser only–Atlas2025
9Joseph K. McCaffreyWinston Salem, NCSalem Investment Counselors Inc.Adviser onlyCFAAtlas2022
10David B. ReaWinston-Salem, NCSalem Investment Counselors Inc.Adviser 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.