Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Elizabeth B. AllieCoppell, TX | Cfo4life | Adviser and broker | – | Atlas | 2009 |
| 2Russell D. BoazCoppell, TX | Cfo4life | Adviser and broker | CFP | Atlas | 2008 |
| 3Brian M. ChastainCoppell, TX | Cfo4life | Adviser and broker | CFP | Atlas | 2007 |
| 4Bryce M. ChastainCoppell, TX | Cfo4life | Adviser and broker | CFP | Atlas | 2014 |
| 5Leslie V. KingCoppell, TX | Cfo4life | Adviser and broker | – | Atlas | 2021 |
| 6Chase L. McMellianCoppell, TX | Cfo4life | Adviser and broker | – | Atlas | 2021 |
| 7Levi G. McMellianCoppell, TX | Cfo4life | Adviser and broker | – | Atlas | 2007 |
| 8Kristina E. MillerCoppell, TX | Cfo4life | Adviser only | ChFC | Atlas | 2021 |
| 9Jordan RieweCoppell, TX | Cfo4life | Adviser only | – | Atlas | 2026 |
| 10Robert T. St ClaireCoppell, TX | Cfo4life | Adviser and broker | – | Atlas | 2025 |
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.