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

11 advisors

AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Brandon J. AndersonPlano, TXAstra Wealth Management GroupAdviser onlyCFPAtlas2021
2Madison D. BroylesPlano, TXAstra Wealth Management GroupAdviser only–Atlas2019
3Gregory ColemanPlano, TXAstra Wealth Management GroupAdviser only–Atlas2002
4John R. DardenPlano, TXAstra Wealth Management GroupAdviser and broker–Atlas2015
5Charles A. EvansPlano, TXAstra Wealth Management GroupAdviser only–Atlas1994
6Mark FilardiPlano, TXAstra Wealth Management GroupAdviser and broker–Atlas1987
7Candy R. HawkinsPlano, TXAstra Wealth Management GroupAdviser only–Atlas1997
8Robert E. HollandPlano, TXAstra Wealth Management GroupAdviser and broker–Atlas2000
9John L. ManessPlano, TXAstra Wealth Management GroupAdviser only–Atlas2018
10Owen T. McCabePlano, TXAstra Wealth Management GroupAdviser only–Atlas2015

1 more advisors match.

Atlas lists every one, with when they joined their firm, their full career and branch office, and exports the list.

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.