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

20 advisors

Unlock all 20
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Ryan J. AndersonSalt Lake City, UTCrewe AdvisorsAdviser onlyCFPAtlas2023
2Michael P. BennettSalt Lake City, UTCrewe AdvisorsAdviser and broker–Atlas2020
3Jared L. CookseySalt Lake City, UTCrewe AdvisorsAdviser only–Atlas2026
4James F. DavenportSalt Lake City, UTCrewe AdvisorsAdviser onlyCFPAtlas1999
5Rylie M. HallidaySalt Lake City, UTCrewe AdvisorsAdviser only–Atlas2021
6Joshua M. HancockSalt Lake City, UTCrewe AdvisorsAdviser only–Atlas2023
7Nicholas JonesSalt Lake City, UTCrewe AdvisorsAdviser and broker–Atlas2025
8Joshua C. KunzlerSalt Lake City, UTCrewe AdvisorsAdviser and broker–Atlas2025
9Ashley A. LandonSalt Lake City, UTCrewe AdvisorsAdviser only–Atlas2017
10John L. LarsenSalt Lake City, UTCrewe AdvisorsAdviser only–Atlas2026

10 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.