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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
1Craig A. BelisleAtlanta, GAWealth Enhancement Advisory Services, LLCAdviser onlyChFCAtlas2000
2Lee R. BrinsonAthens, GAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2005
3John A. GholsonAthens, GAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2005
4John OvertonAtlanta, GAWealth Enhancement Advisory Services, LLCAdviser only–Atlas2015
5Steven F. PetcovicAlpharetta, GAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2014
6Evan M. QuinnAtlanta, GAWealth Enhancement Advisory Services, LLCAdviser onlyCFPAtlas2015
7Arthur E. RosserDecatur, GAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2006
8Kevin M. SaylorAlpharetta, GAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2006
9Terence TachangAtlanta, GAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2021
10Eric S. WilsonMacon, GAWealth Enhancement Advisory Services, LLCAdviser and broker–Atlas2000

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.