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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Crawford A. AsmanAtlanta, GACahaba Wealth Management, Inc.Adviser onlyCFPAtlas2024
2Joseph S. Bird IVAtlanta, GACahaba Wealth Management, Inc.Adviser only–Atlas2025
3Ashley V. BowlingAtlanta, GACahaba Wealth Management, Inc.Adviser only–Atlas2023
4Charlotte DisleyAtlanta, GACahaba Wealth Management, Inc.Adviser onlyCFPAtlas2024
5Robert C. EifertAtlanta, GACahaba Wealth Management, Inc.Adviser onlyCFPAtlas2020
6William D. JacksonAtlanta, GACahaba Wealth Management, Inc.Adviser onlyCFPAtlas2016
7Gregory W. Merritt Jr.Atlanta, GACahaba Wealth Management, Inc.Adviser only–Atlas2018
8Stetson L. PonderAtlanta, GACahaba Wealth Management, Inc.Adviser only–Atlas2025
9Andrew SmithAtlanta, GACahaba Wealth Management, Inc.Adviser only–Atlas2026

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.