Investment Advisors in Utah

673 advisors · 137 firms

Cities in Utah

Salt Lake City (316) Sandy (108) South Jordan (51) Provo (17) Cottonwood Heights (14) Draper (12) Lehi (12) Ogden (10) Logan (10) Park City (9) Layton (7) West Jordan (6) So. Jordan (5) St. George (5) Murray (4) Taylorsville (4) Heber City (4) Orem (4) Farmington (4) Pleasant Grove (4) Holladay (3) Midvale (3) Riverton (3) Kaysville (3)

Top Firms in Utah

Firm	AUM	Advisors
ASSOCIATION FINANCIAL SERVICES INC.	$935.7M	1
BRIDGE MULTIFAMILY FUND MANAGER LLC	$912.1M	0
PHYSICIAN WEALTH ADVISORS, INC.	$644.0M	0
SEPIO CAPITAL, LP	$637.0M	1
HEALTHEQUITY ADVISORS, LLC	$584.1M	1
FIDUCIARY ADVISORS, LLC	$464.5M	0
ANDINA CAPITAL MANAGEMENT, LLC	$448.4M	0
OXFORD WEALTH MANAGEMENT LLC	$390.5M	0
ASHWORTH WEALTH, LLC	$377.8M	0
DRIVE WEALTH MANAGEMENT, LLC	$350.1M	0

Advisors in Utah

Claudia Y Backman

CRD# 7500645

WELLS FARGO CLEARING SERVICES, LLC

Salt Lake City, UT

1 disclosure(s)

John W Garrett

CRD# 7257766

Salt Lake City, UT

1 disclosure(s)

Steven W Lundquist

CRD# 1970958

CENTAURUS FINANCIAL, INC.

Springville, UT

1 disclosure(s)

Bret W Hortin

CRD# 1889120

ONEAMERICA SECURITIES, INC.

Cottonwood Heights, UT

1 disclosure(s)

Colin W Leuze

CRD# 7324118

MORGAN STANLEY SMITH BARNEY LLC

South Jordan, UT

1 disclosure(s)

Rhett W Jefferies

CRD# 3053541

J.P. MORGAN SECURITIES LLC

Farmington, UT

1 disclosure(s)

Thomas Edward Uber

CRD# 1012313

FOCUS PARTNERS WEALTH, LLC

Ivins, UT

1 disclosure(s)

Shane T Belmont

CRD# 8037948

MORGAN STANLEY SMITH BARNEY LLC

Sandy, UT

1 disclosure(s)

Lance T Spencer

CRD# 1981961

PROSPER PRIVATE WEALTH, LLC

Provo, UT

1 disclosure(s)

Randy T Polizzi

CRD# 5066202

MORGAN STANLEY SMITH BARNEY LLC

Sandy, UT

1 disclosure(s)

David T Noble

CRD# 5013495

PFS INVESTMENTS INC.

Salt Lake City, UT

1 disclosure(s)

Bruce S Jones

CRD# 2904865

North Logan, UT

1 disclosure(s)

Brandie S Larsen

CRD# 6031374

MORGAN STANLEY SMITH BARNEY LLC

South Jordan, UT

1 disclosure(s)

Jon S Wilson

CRD# 1197570

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Ogden, UT

1 disclosure(s)

Randall S Fox

CRD# 1706523

TRANSAMERICA FINANCIAL ADVISORS, LLC

Hurricane, UT

1 disclosure(s)

Autumn S Gleave

CRD# 6715010

MORGAN STANLEY SMITH BARNEY LLC

Sandy, UT

1 disclosure(s)

Alan R Wilde

CRD# 2329440

TRANSAMERICA FINANCIAL ADVISORS, LLC

So. Jordan, UT

1 disclosure(s)

Andrew R Patch

CRD# 7321235

Salt Lake City, UT

1 disclosure(s)

Kyle R Black

CRD# 6136554

Salt Lake City, UT

1 disclosure(s)

Rod R Cushing

CRD# 2479782

Salt Lake City, UT

1 disclosure(s)

R Christie Siddoway

CRD# 2927385

WELLS FARGO CLEARING SERVICES, LLC

Salt Lake City, UT

1 disclosure(s)

Reynaldo Q. Lucero

CRD# 6400477

Salt Lake City, UT

1 disclosure(s)

Delmer P Hyde

CRD# 1033148

TREK FINANCIAL, LLC

Vernal, UT

1 disclosure(s)

Sean P Hanks

CRD# 2448406

Salt Lake City, UT

1 disclosure(s)

Philip O Cochrane

CRD# 5499648

PFS INVESTMENTS INC.

West Jordan, UT

1 disclosure(s)

Myles M Martell

CRD# 6151276

MORGAN STANLEY SMITH BARNEY LLC

Sandy, UT

1 disclosure(s)

Timothy L Jaggi

CRD# 4797269

Sandy, UT

1 disclosure(s)

Jeffrey J Castolene

CRD# 2149354

PFS INVESTMENTS INC.

Bountiful, UT

1 disclosure(s)

Amy J Marty

CRD# 1595793

EDWARD D. JONES & CO., L.P.

Sandy, UT

1 disclosure(s)

Arthur J Smithee

CRD# 1068632

DIAMOND WEALTH MANAGEMENT, LLC

Alpine, UT

1 disclosure(s)