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. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
7 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Scott C. HannaWilloughby Hills, OH | Westpoint Wealth Management, LLC | Adviser only | – | Atlas | 2010 |
| 2Matthew D. HeckBerea, OH | Westpoint Wealth Management, LLC | Adviser only | – | Atlas | 2003 |
| 3David E. HerwerdenBerea, OH | Westpoint Wealth Management, LLC | Adviser only | – | Atlas | 2016 |
| 4Frederick J. KeresturyBerea, OH | Westpoint Wealth Management, LLC | Adviser only | – | Atlas | 2020 |
| 5Andreas C. KoustisWestlake, OH | Westpoint Wealth Management, LLC | Adviser only | – | Atlas | 2016 |
| 6Raymond S. LoudenBerea, OH | Westpoint Wealth Management, LLC | Adviser only | – | Atlas | 2005 |
| 7Timothy NoeBerea, OH | Westpoint Wealth Management, LLC | Adviser and broker | ChFC | Atlas | 2000 |
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.