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Est. 2026The front page of wealth managementNew York

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RB Schwab surprises analysts with extra rapid launch of own MCP servers, also leaping from read-only to agentic (get stuff done) AI; it leaves RIAs out for now, and makes Anthropic's days numbered as Schwab's exclusive LLMRB NVIDIA is both that bad as a CEO disaster but likely still good -- as a value stock -- with great growth potential, despite spy scandal, say CIOs, fund managers, analysts and AI expertsIN ETF issuers weigh closures as launch pace heads for new recordFP Raymond James CEO: Tech, not the biggest check, wins recruitsFP How State Street and Savvy forged new paths to add to the custody competitionWM Income Lab Expands Planning Tools Beyond RetirementIN Hightower Signature Wealth adds $380M New Jersey practiceWM RIA Edge Panel Touts Family Office Services, But ‘How’ Remains TrickyFP As AI raises the bar for advice, RIA margins may struggle to followIN Barred advisor forged wife’s signature on life insurance contracts, according to FINRA
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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. 443,686Registered advisersEvery investment adviser representative
  2. 340,280Dually registered77% are also broker reps
  3. 103,406Adviser onlyNot registered with a broker-dealer
  4. 26,935FirmsWhere they're registered
  5. 64,567CFPs12,265 CFAs, 13,949 ChFCs

From the SEC’s compilation report of November 12, 2026, refreshed every morning. +2 since the file before. 39 firm joins and 170 departures in the latest file. 4 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

4 advisors

Unlock all 4
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Christopher D. BachHoschton, GAE.T.S. Wealth Management, LLC +1 moreAdviser only–Atlas2019
2George T. NickelsHoschton, GAE.T.S. Wealth Management, LLC +1 moreAdviser only–Atlas2013
3Chase T. ParkerHoschton, GAE.T.S. Wealth Management, LLC +1 moreAdviser only–Atlas2026
4Eric T. ScogginsHoschton, GAE.T.S. Wealth Management, LLC +1 moreAdviser onlyCFP, ChFCAtlas2012

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.