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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Natalie L. ChandlerPlano, TX | Retirement Planners Of America +1 more | Adviser only | CFP | Atlas | 2002 |
| 2Charles D. Dyer Jr.Plano, TX | Retirement Planners Of America +1 more | Adviser only | CFP | Atlas | 2002 |
| 3Cody D. DyerPlano, TX | Retirement Planners Of America +1 more | Adviser only | – | Atlas | 2021 |
| 4Mark J. GreenCollege Station, TX | Rfg Advisory, LLC | Adviser and broker | – | Atlas | 2000 |
| 5Thomas H. HealyPlano, TX | Retirement Planners Of America +1 more | Adviser only | – | Atlas | 2021 |
| 6Richard A. LewinsAustin, TX | Rfg Advisory, LLC | Adviser only | – | Atlas | 2014 |
| 7Donica D. Masterson - RuanoThe Woodlands, TX | Rfg Advisory, LLC | Adviser only | – | Atlas | 2025 |
| 8Joshua W. ReinboltCollege Station, TX | Rfg Advisory, LLC | Adviser only | – | Atlas | 2023 |
| 9Anita L. WigginsAustin, TX | Rfg Advisory, LLC | Adviser only | – | Atlas | 2008 |
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.