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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bryce A. BevillAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2019
2Nicholas J. ChapmanAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2021
3Lisa L. DavidsonAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2009
4Theron R. Holladay Sr.Abilene, TXParkway Advisors, L.P.Adviser onlyCFAAtlas2001
5Theron R. Holladay Jr.Abilene, TXParkway Advisors, L.P.Adviser only–Atlas2023
6Hunter M. HuberdeauAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2025
7Trevor R. RupeAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2012
8Phyo Wai Yan Win SweAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2024
9Kyle D. TimmermannAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2012
10Colton J. WeemsAbilene, TXParkway Advisors, L.P.Adviser only–Atlas2023

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.