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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
1Kevin R. KaneCovington, KYJourney Advisory Group, LLCAdviser only–Atlas2002
2Tyler S. LangCovington, KYJourney Advisory Group, LLCAdviser onlyCFAAtlas2013
3Adam P. LisowskyCovington, KYJourney Advisory Group, LLCAdviser onlyCFPAtlas2015
4Tyler M. MalayCovington, KYJourney Advisory Group, LLCAdviser only–Atlas2025
5Meghan E. MullikinCovington, KYJourney Advisory Group, LLCAdviser onlyCFPAtlas2011
6James W. OwensCovington, KYJourney Advisory Group, LLCAdviser onlyCFPAtlas2012
7Richard E. PettwayCovington, KYJourney Advisory Group, LLCAdviser onlyCFAAtlas2020
8Tyler J. VerstCovington, KYJourney Advisory Group, LLCAdviser only–Atlas2023
9Stephen A. WenstrupCovington, KYJourney Advisory Group, LLCAdviser only–Atlas2003
10Michael J. WilhelmCovington, KYJourney Advisory Group, LLCAdviser only–Atlas2025

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.