Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,212Registered advisersEvery investment adviser representative
- 304,829Dually registered77% are also broker reps
- 93,383Adviser onlyNot registered with a broker-dealer
- 25,629FirmsWhere they're registered
- 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. 14 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
14 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Catherine T. BarronSalt Lake City, UT | Albion Financial Group | Adviser only | – | Atlas | 2002 |
| 2John Q. BirdSalt Lake City, UT | Albion Financial Group | Adviser only | CFP, CFA | Atlas | 2002 |
| 3Jose BitonSalt Lake City, UT | Albion Financial Group | Adviser only | – | Atlas | 2002 |
| 4Michelle C. BuxtonSalt Lake City, UT | Albion Financial Group | Adviser only | CFP | Atlas | 2019 |
| 5Bradley K. CurtisSalt Lake City, UT | Albion Financial Group | Adviser only | CFP | Atlas | 2022 |
| 6Heath D. HeavySalt Lake City, UT | Albion Financial Group | Adviser only | CFP | Atlas | 2022 |
| 7Walter H. JosephSalt Lake City, UT | Albion Financial Group | Adviser only | – | Atlas | 2022 |
| 8Carrie A. KerrSalt Lake City, UT | Albion Financial Group | Adviser only | – | Atlas | 2007 |
| 9William T. LevittSalt Lake City, UT | Albion Financial Group | Adviser only | – | Atlas | 2002 |
| 10Patrick K. LunderganSalt Lake City, UT | Albion Financial Group | Adviser only | CFP | Atlas | 2015 |
4 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.