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

17 advisors

Unlock all 17
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Bonnie J. BakalarSalt Lake City, UTSepio Capital, LPAdviser only–Atlas2001
2Christopher D. BarlowSalt Lake City, UTSepio Capital, LPAdviser only–Atlas1997
3John H. Beatson Jr.Salt Lake City, UTSepio Capital, LPAdviser only–Atlas2009
4Anna CallSalt Lake City, UTSepio Capital, LPAdviser only–Atlas2025
5Joshua R. CarterSalt Lake City, UTSepio Capital, LPAdviser onlyCFAAtlas2009
6Roger A. CarterSalt Lake City, UTSepio Capital, LPAdviser only–Atlas2001
7Jackson P. CasperSalt Lake City, UTSepio Capital, LPAdviser only–Atlas2023
8Steven W. EdgrenSalt Lake City, UTSepio Capital, LPAdviser onlyCFAAtlas2004
9Joseph R. HarveySalt Lake City, UTSepio Capital, LPAdviser only–Atlas2021
10Garrett B. HillSalt Lake City, UTSepio Capital, LPAdviser only–Atlas2015

7 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.