Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 56,885CFPs10,996 CFAs, 12,688 ChFCs
From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 102 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
102 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jeffery K. BarnesGrants Pass, OR | Kingsview Wealth Management, LLC | Adviser only | – | Atlas | 2004 |
| 2Jacob M. BauerGrants Pass, OR | Kingsview Wealth Management, LLC | Adviser and broker | – | Atlas | 2020 |
| 3Brandt H. BeckGrants Pass, OR | Kingsview Wealth Management, LLC | Adviser only | – | Atlas | 2026 |
| 4Jeffrey F. BirchGrants Pass, OR | Kingsview Wealth Management, LLC | Adviser only | – | Atlas | 2026 |
| 5Ryan S. BirchBuffalo Grove, IL | Kingsview Wealth Management, LLC | Adviser only | CFP | Atlas | 2007 |
| 6Brian M. BobbyFalls Church, VA | Kingsview Wealth Management, LLC | Adviser only | – | Atlas | 2018 |
| 7Zachary R. BoydGrants Pass, OR | Kingsview Wealth Management, LLC | Adviser only | CFP | Atlas | 2009 |
| 8Ralph M. Brooks Jr.Braselton, GA | Kingsview Wealth Management, LLC | Adviser only | CFP | Atlas | 2010 |
| 9Parker L. BurshemSt Paul, MN | Kingsview Wealth Management, LLC | Adviser only | – | Atlas | 2007 |
| 10Andrew J. ButlerGrants Pass, OR | Kingsview Wealth Management, LLC | Adviser only | CFP | Atlas | 2010 |
92 more advisors match.
Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.
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.