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

11 advisors

Unlock all 11
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Thomas B. CoilCottonwood Heights, UTOneamerica Securities, Inc.Adviser and broker–Atlas2020
2Maxwell A. CoullietteCottonwood Heights, UTOneamerica Securities, Inc.Adviser and brokerCFP, ChFCAtlas2000
3Robert CrockettLayton, UTOneamerica Securities, Inc.Adviser and broker–Atlas2012
4Tracey DeanMillcreek, UTOneamerica Securities, Inc.Adviser and brokerCFPAtlas2010
5Bret W. HortinCottonwood Heights, UTOneamerica Securities, Inc.Adviser and brokerChFCAtlas2001
6Lorne D. KearlCottonwood Heights, UTOneamerica Securities, Inc.Adviser and brokerChFCAtlas2017
7Clark C. LarsenCottonwood Heights, UTOneamerica Securities, Inc.Adviser and broker–Atlas2018
8Alexander G. LawrenceLayton, UTOneamerica Securities, Inc.Adviser and broker–Atlas2026
9Logan LeachCottonwood Heights, UTOneamerica Securities, Inc.Adviser and broker–Atlas2026
10Troy B. MathewsLayton, UTOneamerica Securities, Inc.Adviser and brokerCFPAtlas2012

1 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.