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

49 advisors

Unlock all 49
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Eric BarnesProvo, UTPortside Wealth Group, LLCAdviser only–Atlas2023
2Ryan BassBrookyn, NYPortside Wealth Group, LLCAdviser only–Atlas2022
3Megan N. BensonTwin Falls, IDPortside Wealth Group, LLCAdviser only–Atlas2025
4Kent W. BinningProvo, UTPortside Wealth Group, LLCAdviser only–Atlas2002
5Bret P. BryceSouth Jordan, UTPortside Wealth Group, LLCAdviser only–Atlas2019
6Jacob P. CazierProvo, UTPortside Wealth Group, LLCAdviser only–Atlas2018
7Brent D. ChristensenOrem, UTPortside Wealth Group, LLCAdviser only–Atlas2020
8Staci A. CompagnoProvo, UTPortside Wealth Group, LLCAdviser only–Atlas2010
9Christopher S. CoxProvo, UTPortside Wealth Group, LLCAdviser only–Atlas2008
10Scott DavisMeridian, IDPortside Wealth Group, LLCAdviser only–Atlas2025

39 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.