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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. 398,212Registered advisersEvery investment adviser representative
  2. 304,829Dually registered77% are also broker reps
  3. 93,383Adviser onlyNot registered with a broker-dealer
  4. 25,629FirmsWhere they're registered
  5. 56,885CFPs10,996 CFAs, 12,688 ChFCs

From the SEC’s compilation report of October 23, 2026, refreshed every morning. −21,993 since the file before. 47 firm joins and 22,771 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

10 advisors

Unlock all 10
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Myron J. BouwhuisClearfield, UTCentaurus Financial, Inc.Adviser and brokerCFPAtlas2011
2John Allan Taylor BrinkerhoffClearfield, UTCentaurus Financial, Inc.Adviser and broker–Atlas2024
3Travis R. CornettHolladay, UTCentaurus Financial, Inc.Adviser and broker–Atlas2006
4Steven D. CoxSalt Lake City, UTCentaurus Financial, Inc.Adviser and brokerCFPAtlas2019
5Ryan A. LundquistSpringville, UTCentaurus Financial, Inc.Adviser and broker–Atlas2018
6Patricia A. MarlowTaylorsville, UTCentaurus Financial, Inc.Adviser and broker–Atlas2003
7Scott D. PhillipsSalt Lake City, UTCentaurus Financial, Inc.Adviser and brokerChFCAtlas2001
8Kimberly A. RobinsonClearfield, UTCentaurus Financial, Inc.Adviser and broker–Atlas2026
9Jeffrey D. ScottBrigham City, UTCentaurus Financial, Inc.Adviser and broker–Atlas2005
10Nathan R. WoodburyHolladay, UTCentaurus Financial, Inc.Adviser and broker–Atlas2004

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.