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FinancialADVSR

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

78 advisors

Unlock all 78
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher B. BensonLaurens, SCRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2006
2Susan E. BertashGreenville, SCRaymond James Financial Services Advisors, Inc. +1 moreAdviser and broker–Atlas2020
3Genie R. BlantonMyrtle Beach, SCRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009
4Rebecca L. BrooksColumbia, SCRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2009
5Kevin M. BrownCharleston, SCRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2008
6Lewis E. ButlerFlorence, SCRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2005
7Cathy L. ByrnsideMurrells Inlet, SCRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2020
8Michael T. CandeeTravelers Rest, SCRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2003
9Harold E. CannonSpartanburg, SCRaymond James Financial Services Advisors, Inc.Adviser and brokerCFPAtlas2020
10Julia M. ChurchwellGreenville, SCRaymond James Financial Services Advisors, Inc.Adviser and broker–Atlas2015

68 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.