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

9 advisors

Unlock all 9
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Amy V. BabbelSalt Lake City, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas2010
2Eddie C. Barber Jr.Salt Lake City, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas2000
3Gregory M. BillowSalt Lake City, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas1993
4Tyler S. BolyardSalt Lake City, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas2011
5David A. BushmanSpringville, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas2024
6Craig L. MartucciSalt Lake City, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas2000
7Donovan L. MartucciSalt Lake City, UTKestra Private Wealth Services, LLCAdviser and brokerCFPAtlas2023
8Alec M. PerschonSalt Lake City, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas2023
9Jeremy D. WoodSalt Lake City, UTKestra Private Wealth Services, LLCAdviser and broker–Atlas2016

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.