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

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Zachary H. BullockVestavia Hills, ALSunburst Financial Group, LLCAdviser onlyCFPAtlas2020
2Davis W. EnnisVestavia Hills, ALSunburst Financial Group, LLCAdviser onlyCFPAtlas2024
3Blair B. HerringtonVestavia Hills, ALSunburst Financial Group, LLCAdviser only–Atlas2026
4James R. MartinVestavia Hills, ALSunburst Financial Group, LLCAdviser onlyCFPAtlas2002
5John R. MartinVestavia Hills, ALSunburst Financial Group, LLCAdviser only–Atlas2007
6Matthew S. MorrisVestavia Hills, ALSunburst Financial Group, LLCAdviser only–Atlas2016
7Robert B. RheaVestavia Hills, ALSunburst Financial Group, LLCAdviser onlyCFP, ChFCAtlas2007
8Jonathan M. WinzelerVestavia Hills, ALSunburst Financial Group, LLCAdviser onlyCFP, ChFCAtlas2003

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.