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

16 advisors

Unlock all 16
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Julie AlgerWest Valley City, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2018
2Corey J. ConwayNorth Salt Lake, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2022
3Andrew W. GaleazziOgden, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2007
4Kai O. GranadosMurray, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2026
5Gregory HodgesWashington, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2004
6Chelsea KirstCoalville, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2026
7Matthew K. LorenzoBountiful, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2010
8Paul D. MerckSalt Lake City, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2011
9Damon RiceWest Valley, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2014
10Evan W. RichardsSandy, UTEmpower Advisory Group, LLCAdviser and broker–Atlas2024

6 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.