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 |
|---|---|---|---|---|---|
| 1Ryan E. ColkittBellevue, WA | Captrust | Adviser only | CFP, CFA | Atlas | 2018 |
| 2Ashley K. CorleyBellevue, WA | Captrust | Adviser only | – | Atlas | 2013 |
| 3James E. CumalanderWenatchee, WA | Captrust | Adviser and broker | – | Atlas | 2013 |
| 4Kyle E. HaugeBellevue, WA | Captrust | Adviser and broker | – | Atlas | 2010 |
| 5Clayton HunterBellevue, WA | Captrust | Adviser only | CFP | Atlas | 2021 |
| 6Melissa A. KarpenBellevue, WA | Captrust | Adviser and broker | – | Atlas | 2012 |
| 7Sabrina K. McGurrBellevue, WA | Captrust | Adviser and broker | – | Atlas | 2014 |
| 8Matthew M. MyersBellevue, WA | Captrust | Adviser and broker | CFP | Atlas | 2000 |
| 9Vinh H. NguyenBellevue, WA | Captrust | Adviser and broker | – | Atlas | 2023 |
| 10Geoffrey P. SchockBellevue, WA | Captrust | Adviser only | – | Atlas | 2011 |
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.