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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
1James W. Exley IVAlpharetta, GAWealth Science Advisors LLCAdviser onlyCFPAtlas2005
2Rhett N. ExleyAlpharetta, GAWealth Science Advisors LLCAdviser onlyCFP, ChFCAtlas2012
3Elizabeth Hamilton-WalkerAlpharetta, GAWealth Science Advisors LLCAdviser only–Atlas2023
4Connor E. JonesAlpharetta, GAWealth Science Advisors LLCAdviser onlyCFPAtlas2019
5Carly A. O'BrienAlpharetta, GAWealth Science Advisors LLCAdviser only–Atlas2026
6Sarah K. PryorAlpharetta, GAWealth Science Advisors LLCAdviser onlyCFPAtlas2022
7Colby R. WheelerHolly Springs, GAWealth Science Advisors LLCAdviser only–Atlas2025
8Natalie E. WheelerHolly Springs, GAWealth Science Advisors LLCAdviser only–Atlas2024

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.