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. 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 |
|---|---|---|---|---|---|
| 1Adam R. CookMidvale, UT | Everspire | Adviser and broker | – | Atlas | 2017 |
| 2Alan B. FaerberMidvale, UT | Everspire | Adviser only | CFP | Atlas | 2016 |
| 3Jeremiah W. HughesMidvale, UT | Everspire | Adviser and broker | – | Atlas | 2011 |
| 4Joshua P. JonesMidvale, UT | Mhl Investments +2 more | Adviser and broker | CFP | Atlas | 2006 |
| 5Adam R. LazaroMidvale, UT | Everspire | Adviser and broker | – | Atlas | 2021 |
| 6Jason H. LindquistTacoma, WA | Everspire +1 more | Adviser only | – | Atlas | 2010 |
| 7Kevin R. PettMidvale, UT | Everspire | Adviser and broker | – | Atlas | 2025 |
| 8Ryan TuckerMidvale, UT | Everspire | Adviser and broker | – | Atlas | 2013 |
| 9Steven L. WikstromMidvale, UT | Everspire | Adviser and broker | – | Atlas | 2024 |
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.