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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. 398,212Registered 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. 15 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

15 advisors

Unlock all 15
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Anne Marie E. AshworthColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFPAtlas2018
2Ann J. BeckwithColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFPAtlas2020
3Ximena A. ChastainColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFPAtlas2005
4Bailey O. DavisColumbia, SCAbacus Planning Group, Inc.Adviser only–Atlas2022
5Charles B. FlowersColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFAAtlas2005
6Mary L. GreenGreenville, SCAbacus Planning Group, Inc.Adviser onlyCFPAtlas2000
7Corinne S. HannaColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFPAtlas2026
8Cheryl R. HollandColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFPAtlas2025
9William R. JeterColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFAAtlas2015
10Karlyn M. JonesColumbia, SCAbacus Planning Group, Inc.Adviser onlyCFPAtlas2025

5 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.