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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 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
1Mackenzie L. BellChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFP, ChFCAtlas2026
2Brittany L. BrinckerhoffChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFPAtlas2019
3Russell S. EriksenChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFP, ChFCAtlas2007
4Christopher T. HostetlerChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFPAtlas2006
5Stephen S. NeubigChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFPAtlas2024
6Sofia PinaChapel Hill, NCHilltop Wealth Advisors, LLCAdviser only–Atlas2026
7Charles A. RankinChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFPAtlas2019
8Riley A. SutterChapel Hill, NCHilltop Wealth Advisors, LLCAdviser only–Atlas2026
9David C. WiseChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFPAtlas2011
10Benjamin R. YeagerChapel Hill, NCHilltop Wealth Advisors, LLCAdviser onlyCFP, ChFCAtlas2002

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.