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

7 advisors

Unlock all 7
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Joshua M. BairdSalt Lake City, UTCynosure Portfolio Advisors LLCAdviser only–Atlas2026
2Jason M. CainJupiter, FLCynosure Portfolio Advisors LLCAdviser only–Atlas2022
3Emerson H. EdwardsSalt Lake City, UTCynosure Portfolio Advisors LLCAdviser only–Atlas2026
4William C. JohnsonSalt Lake City, UTCynosure Portfolio Advisors LLCAdviser only–Atlas2026
5Brendon M. KempinSalt Lake City, UTCynosure Portfolio Advisors LLCAdviser only–Atlas2019
6Gary P. SicaColts Neck, NJCynosure Portfolio Advisors LLCAdviser only–Atlas2015
7William I. WoodsonSalt Lake City, UTCynosure Portfolio Advisors LLCAdviser only–Atlas2002

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.