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. 9 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
9 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Ryan M. BladenSalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | CFP | Atlas | 2007 |
| 2Patrick J. BradySalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | CFP | Atlas | 2008 |
| 3Eric A. HalvorsenSalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | CFP | Atlas | 2006 |
| 4Wendy O. LewisSalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | – | Atlas | 2010 |
| 5Garrett V. MerrillSalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | – | Atlas | 2025 |
| 6Margaret M. SaezSalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | – | Atlas | 2014 |
| 7Trent L. SearleSalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | CFP | Atlas | 2003 |
| 8Mark T. WoodruffNorth Salt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | CFP | Atlas | 2001 |
| 9Jeffrey D. ZesigerSalt Lake City, UT | Physician Wealth Advisors, Inc. | Adviser only | CFP | Atlas | 2006 |
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.