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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Samuel H. BorlandBoynton Beach, FLEquity Investment Corp.Adviser and broker–Atlas2015
2William A. BrunerAtlanta, GAEquity Investment Corp.Adviser onlyCFAAtlas2003
3Stephen G. HalleyAtlanta, GAEquity Investment Corp.Adviser and broker–Atlas2009
4Richard T. IrrgangAtlanta, GAEquity Investment Corp.Adviser onlyCFAAtlas2003
5Thomas W. KnappAtlanta, GAEquity Investment Corp.Adviser onlyCFAAtlas2018
6Robert M. LadymanAtlanta, GAEquity Investment Corp.Adviser onlyCFAAtlas2018
7John P. PowerAtlanta, GAEquity Investment Corp.Adviser and broker–Atlas2006
8William M. Reynolds IIAtlanta, GAEquity Investment Corp.Adviser and broker–Atlas2018
9Allen M. WhiteAtlanta, GAEquity Investment Corp.Adviser only–Atlas2014

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.