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

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Mason C. BachelorWatkinsville, GAStrategic Blueprint, LLCAdviser onlyCFPAtlas2022
2Coleman T. BenkoWatkinsville, GAStrategic Blueprint, LLCAdviser and broker–Atlas2008
3Amy N. ConleyAtlanta, GAThe Strategic Financial Alliance, Inc. +1 moreAdviser and broker–Atlas2004
4Gregory A. GarciaWatkinsville, GAStrategic Blueprint, LLCAdviser only–Atlas2025
5Matthew D. GoodwinMonroe, GAStrategic Blueprint, LLCAdviser and broker–Atlas2007
6Neel N. PatelWatkinsville, GAStrategic Blueprint, LLCAdviser only–Atlas2023
7Jeffrey R. SeiterCumming, GACompass Wealth Management, LLC +1 moreAdviser onlyCFPAtlas2018
8Julie A. SullivanAtlanta, GAStrategic Blueprint, LLCAdviser and broker–Atlas2007
9David C. Whitmore Jr.Brookhaven, GAStrategic Blueprint, LLCAdviser and brokerCFPAtlas2004
10David C. WhitmoreBrookhaven, GAStrategic Blueprint, LLCAdviser only–Atlas2022

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.