Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1David M. CombsRoswell, GA | Kestra Private Wealth Services, LLC | Adviser and broker | – | Atlas | 2003 |
| 2Tammy Y. CroyleMoultrie, GA | Kestra Private Wealth Services, LLC | Adviser and broker | – | Atlas | 2003 |
| 3John W. GriffinMoultrie, GA | Kestra Private Wealth Services, LLC | Adviser and broker | CFP | Atlas | 2003 |
| 4Angela L. MooreRoswell, GA | Kestra Private Wealth Services, LLC | Adviser and broker | – | Atlas | 2009 |
| 5Natalie D. PhillipsCarrollton, GA | Kestra Private Wealth Services, LLC | Adviser and broker | CFP | Atlas | 2008 |
| 6Richard E. SmithCordele, GA | Kestra Private Wealth Services, LLC | Adviser and broker | – | Atlas | 2006 |
| 7Adam D. TolleBlackshear, GA | Kestra Private Wealth Services, LLC | Adviser and broker | – | Atlas | 2018 |
| 8Matthew S. TutenBlackshear, GA | Kestra Private Wealth Services, LLC | Adviser and broker | – | Atlas | 2023 |
| 9Gray WayPerry, GA | Kestra Private Wealth Services, LLC | Adviser and broker | – | Atlas | 2023 |
| 10Matthew R. WestRoswell, GA | Kestra Private Wealth Services, LLC | Adviser and broker | CFP | Atlas | 2003 |
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.