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

8 advisors

Unlock all 8
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kyle R. ConnerCharleston, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2022
2Tyler DeckerGreenville, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2019
3Edward L. Heiser Jr.Greenville, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2023
4James R. Jaynes IIIGreenville, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2024
5Luke Maloney-GrimesGreenville, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2024
6Elizabeth F. MungoGreenville, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2025
7Clemmy L. Osborne Jr.Greenville, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2023
8Alan Y. PedrazaGreenville, SCDba Big Money Retirement And Big RetirementAdviser only–Atlas2026

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.