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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Seth ChristyMacon, GAChristy Capital Management, Inc.Adviser onlyCFPAtlas2026
2Hampton DillardMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2024
3Michelle DykesMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2020
4Owen FreelMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2022
5Samuel J. GastonMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2022
6Amanda R. HowellMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2018
7Jeremy JohnstonMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2026
8Joe Mathews IIIMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2014
9Thomas M. Neesmith Jr.Macon, GAChristy Capital Management, Inc.Adviser only–Atlas2015
10Alexander PettolaMacon, GAChristy Capital Management, Inc.Adviser only–Atlas2026

1 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.