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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Jesse AdkinsChattanooga, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2026
2Kaleb BedardMaryville, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2026
3Braden CarnesChattanooga, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2025
4Jonathan D. ColquittChattanooga, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2020
5Wade A. CrawfordMaryville, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2026
6Sean LyonsChattanooga, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2025
7William MurtyChattanooga, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2025
8Camden A. ParkChattanooga, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2026
9Anthony PattenMaryville, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2026
10Weston T. WalkerChattanooga, TNElevate Financial Planning And Wealth ManagementAdviser only–Atlas2025

1 more advisors match.

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

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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.