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

31 advisors

Unlock all 31
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Martin J. AspinAtlanta, GAMercer Global Advisors Inc.Adviser onlyCFPAtlas2010
2Christopher B. BlackmonAtlanta, GAMercer Global Advisors Inc.Adviser onlyCFPAtlas2014
3Nicholas C. CampbellAtlanta, GAMercer Global Advisors Inc.Adviser onlyCFP, PFSAtlas2003
4Jonathan D. CohenAtlanta, GAMercer Global Advisors Inc.Adviser only–Atlas2024
5Alexis K. DudleyAtlanta, GAMercer Global Advisors Inc.Adviser onlyCFPAtlas2025
6William W. EnnisMacon, GAMercer Global Advisors Inc.Adviser onlyPFSAtlas2004
7Harrison FantAtlanta, GAMercer Global Advisors Inc.Adviser onlyCFPAtlas2014
8Elizabeth R. GossettMacon, GAMercer Global Advisors Inc.Adviser onlyCFPAtlas2023
9Hussain A. HassanStone Mountain, GAMercer Global Advisors Inc.Adviser only–Atlas2025
10William P. Hinson IVAtlanta, GAMercer Global Advisors Inc.Adviser onlyCFP, CFAAtlas2017

21 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.