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FinancialADVSR

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

27 advisors

Unlock all 27
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Caylen BaireCharleston, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2024
2John M. BarryCharleston, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2003
3Jenna C. BennettClarksburg, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2026
4John E. BennettCharleston, WVTruist Advisory Services, Inc.Adviser and broker–Atlas1998
5Steven K. BlankSaint Albans, WVTruist Advisory Services, Inc.Adviser and brokerChFCAtlas2017
6Sommer S. BrownClarksburg, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2007
7Jane E. CarpenterCharleston, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2017
8Dorothy R. CrouchCharleston, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2022
9Douglas S. DavisMorgantown, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2002
10Susanne F. EavensonHuntington, WVTruist Advisory Services, Inc.Adviser and broker–Atlas2005

17 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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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.