Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 421,093Registered advisersEvery investment adviser representative
- 322,707Dually registered77% are also broker reps
- 98,386Adviser onlyNot registered with a broker-dealer
- 26,600FirmsWhere they're registered
- 63,099CFPs11,975 CFAs, 13,813 ChFCs
From the SEC’s compilation report of November 5, 2026, refreshed every morning. +131 since the file before. 83 firm joins and 266 departures in the latest file. 4 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
4 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Jared BaileyNokomis, FL | Four Pillars Financial Planning Group, LLC | Adviser only | CFP | Atlas | 2023 |
| 2Joshua T. GrubbsNokomis, FL | Four Pillars Financial Planning Group, LLC | Adviser only | CFA | Atlas | 2023 |
| 3Thomas J. HanksNokomis, FL | Four Pillars Financial Planning Group, LLC | Adviser only | – | Atlas | 2024 |
| 4John R. Knott Jr.Nokomis, FL | Four Pillars Financial Planning Group, LLC | Adviser only | – | Atlas | 2019 |
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.