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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 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. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

7 advisors

Unlock all 7
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Robert A. BrewerLexington, KYAtlanta Consulting Group Advisors, LLCAdviser and broker–Atlas2007
2Michael J. ButkusAtlanta, GAAtlanta Consulting Group Advisors, LLCAdviser only–Atlas2007
3William C. HagginLexington, KYAtlanta Consulting Group Advisors, LLCAdviser and brokerCFPAtlas2023
4Kurt R. HennekAtlanta, GAAtlanta Consulting Group Advisors, LLCAdviser and broker–Atlas2006
5Michael F. MalloyAtlanta, GAAtlanta Consulting Group Advisors, LLCAdviser and brokerCFAAtlas2001
6Megan P. ReynoldsLexington, KYAtlanta Consulting Group Advisors, LLCAdviser and brokerCFPAtlas2004
7Keely L. RockAtlanta, GAAtlanta Consulting Group Advisors, LLCAdviser and brokerChFCAtlas2025

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.