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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Rodney ArcherKnoxville, TNEagle Strategies LLCAdviser and broker–Atlas2026
2Shanan J. BoydFranklin, TNEagle Strategies LLCAdviser and broker–Atlas2025
3Anthony W. BrowderKnoxville, TNEagle Strategies LLCAdviser and broker–Atlas2025
4Andrea V. BurckhardCookeville, TNEagle Strategies LLCAdviser and broker–Atlas2024
5Andrew J. ChrismanKnoxville, TNEagle Strategies LLCAdviser and brokerChFCAtlas2010
6Justin B. CurtisShelbyville, TNEagle Strategies LLCAdviser and broker–Atlas2024
7Bryton CzerwinskiFranklin, TNEagle Strategies LLCAdviser and broker–Atlas2025
8Alexander DaltonKnoxville, TNEagle Strategies LLCAdviser and broker–Atlas2023
9Charles A. EndersFranklin, TNEagle Strategies LLCAdviser and broker–Atlas2026
10Jacob M. GodwinGermantown, TNEagle Strategies LLCAdviser and broker–Atlas2024

17 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.