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

12 advisors

Unlock all 12
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan M. BriggsCollege Station, TXParagon Financial AdvisorsAdviser only–Atlas2023
2Andri I. BuckleyCollege Station, TXParagon Financial AdvisorsAdviser only–Atlas2025
3Robert C. CalhounCollege Station, TXParagon Financial AdvisorsAdviser onlyCFP, CFAAtlas2015
4David W. HaileyCollege Station, TXParagon Financial AdvisorsAdviser onlyCFPAtlas2007
5Heather R. JendruschCollege Station, TXParagon Financial AdvisorsAdviser onlyCFPAtlas2015
6Sarah E. KvistadCollege Station, TXParagon Financial AdvisorsAdviser onlyCFPAtlas2025
7Matthew B. LeeCollege Station, TXParagon Financial AdvisorsAdviser onlyCFPAtlas2025
8Stephen R. McGeeCollege Station, TXParagon Financial AdvisorsAdviser onlyCFPAtlas2015
9Caleb A. RussellCollege Station, TXParagon Financial AdvisorsAdviser onlyCFPAtlas2025
10Matthew J. SpradlingCollege Station, TXParagon Financial AdvisorsAdviser onlyCFPAtlas2022

2 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.