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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1John D. BeattyBirmingham, ALThe Welch Group, LLCAdviser onlyCFPAtlas2022
2Isabella W. BlountBirmingham, ALThe Welch Group, LLCAdviser onlyCFPAtlas2020
3Henry M. ClayBirmingham, ALThe Welch Group, LLCAdviser onlyCFPAtlas2012
4Justin T. DavenportBirmingham, ALThe Welch Group, LLCAdviser onlyCFPAtlas2019
5Katherine G. DeermanBirmingham, ALThe Welch Group, LLCAdviser onlyCFPAtlas2025
6Kelly M. DeroyBirmingham, ALThe Welch Group, LLCAdviser only–Atlas2022
7Rebecca R. FaulknerLexington, KYThe Welch Group, LLCAdviser onlyCFPAtlas2022
8Logan E. FrostBirmingham, ALThe Welch Group, LLCAdviser onlyCFPAtlas2024
9Sarah E. GlennBirmingham, ALThe Welch Group, LLCAdviser only–Atlas2025
10Foster T. HydeBirmingham, ALThe Welch Group, LLCAdviser onlyCFP, CFAAtlas2012

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.