Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 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. 12 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
12 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Philip C. AndersonSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | – | Atlas | 2019 |
| 2Michael J. BensonSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | – | Atlas | 2012 |
| 3Michael J. CoakleySouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | CFP | Atlas | 2016 |
| 4Jordan R. CollinsSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | CFP | Atlas | 2007 |
| 5Easton J. DicksonSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | CFP | Atlas | 2021 |
| 6Jacob GutkeSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | CFP | Atlas | 2020 |
| 7Rizek HousariSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | CFP | Atlas | 2021 |
| 8Kaden McKellSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | CFP | Atlas | 2021 |
| 9Brielle R. ParkinsonSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | CFP | Atlas | 2022 |
| 10Sariah SchaatSouth Jordan, UT | Wealthspire Retirement Advisory | Adviser only | – | Atlas | 2026 |
2 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.