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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1William D. AllenMemphis, TNRed Door Wealth Management, LLCAdviser onlyCFPAtlas2013
2John C. GiovannettiMemphis, TNRed Door Wealth Management, LLCAdviser only–Atlas2012
3William F. HiattMemphis, TNRed Door Wealth Management, LLCAdviser only–Atlas2011
4Peyton W. KlawinskiMemphis, TNRed Door Wealth Management, LLCAdviser onlyCFPAtlas2018
5Connor MyklebyMemphis, TNRed Door Wealth Management, LLCAdviser only–Atlas2025
6John Phillips VMemphis, TNRed Door Wealth Management, LLCAdviser onlyCFP, CFAAtlas2009
7Celeste D. PryorMemphis, TNRed Door Wealth Management, LLCAdviser onlyCFPAtlas2006
8Jonathan D. StambaughMemphis, TNRed Door Wealth Management, LLCAdviser only–Atlas2012
9Christopher C. WilliamsonMemphis, TNRed Door Wealth Management, LLCAdviser only–Atlas2020
10Connor WrightMemphis, TNRed Door Wealth Management, LLCAdviser only–Atlas2020

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.