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FinancialADVSR

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

14 advisors

Unlock all 14
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Steven E. BryantBoise, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2014
2Samuel J. CannerLewiston, IDNorthwestern Mutual Investment Services, LLCAdviser and brokerChFCAtlas2008
3Nicole A. CantrillBoise, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2003
4Richard H. FreerBoise, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2022
5Nicholas HeidemannBoise, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2023
6John L. HepworthBoise, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2008
7Heather HitchBoise, IDNorthwestern Mutual Investment Services, LLCAdviser and brokerCFPAtlas2015
8Daniel K. JonesIdaho Falls, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2018
9Tyler J. LayneTwin Falls, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2007
10Ryan K. LeeTwin Falls, IDNorthwestern Mutual Investment Services, LLCAdviser and broker–Atlas2009

4 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.