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

8 advisors

AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jason D. FinkHarrisonburg, VAGraves Light LenhartAdviser only–Atlas2014
2Asa W. GravesHarrisonburg, VAGraves Light LenhartAdviser onlyCFAAtlas2003
3Asa W. Graves VIHarrisonburg, VAGraves Light LenhartAdviser only–Atlas1991
4Ashley P. HeatwoleHarrisonburg, VAGraves Light LenhartAdviser onlyCFP, CFAAtlas2021
5Jeffrey G. LenhartHarrisonburg, VAGraves Light LenhartAdviser onlyCFPAtlas2018
6John D. LightHarrisonburg, VAGraves Light LenhartAdviser only–Atlas2007
7Nicholas A. PerrineHarrisonburg, VAGraves Light LenhartAdviser onlyCFPAtlas2024
8Ryan P. WaidHarrisonburg, VAGraves Light LenhartAdviser onlyCFPAtlas2026

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.