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

7 advisors

Unlock all 7
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kaylan B. AdamsHuntsville, ALBmss Wesson Wealth SolutionsAdviser only–Atlas2026
2Matthew T. HeardBirmingham, ALBmss Wesson Wealth SolutionsAdviser only–Atlas2025
3David A. HinshawHuntsville, ALBmss Wesson Wealth SolutionsAdviser onlyCFPAtlas2021
4John D. ImbuschBirmingham, ALBmss Wesson Wealth SolutionsAdviser only–Atlas2025
5Perrin M. JonesBirmingham, ALBmss Wesson Wealth SolutionsAdviser only–Atlas2024
6Felix M. Tankersley IIIBirmingham, ALBmss Wesson Wealth SolutionsAdviser onlyCFPAtlas2007
7Mark A. WessonBirmingham, ALBmss Wesson Wealth Solutions +1 moreAdviser onlyCFPAtlas2007

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.