Financial advisors in Holladay, UT

127 advisors · page 1 of 5

Christopher Stagg
Financial advisor at United Capital Financial Advisors
United Capital Financial Advisors · $24.65B AUM
CFP®VerifiedFinancial planning
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Dallin Garner
Financial advisor at Kayne Anderson Rudnick Investment Management, LLC
Kayne Anderson Rudnick Investment Management, LLC · $39.36B AUM
CFP®VerifiedFinancial planning
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Donovan Roberson
Financial advisor at Platform Wealth Advisors
Platform Wealth Advisors · $509M AUM
CFP®VerifiedFinancial planning
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Dylan Shepherd
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Franklin Etter
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Gregory Brown
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
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James Woodall
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
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Jason Andersen
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Jason Howard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeffrey Teran
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Joshua Liljenquist
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Kirk Stovesand
Financial advisor at Platform Wealth Advisors
Platform Wealth Advisors · $509M AUM
CFP®VerifiedFinancial planning
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Kristina Fehr
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Mark Parrett
Financial advisor at Outpost Advisors, LLC
Outpost Advisors, LLC · $70.5M AUM
CFP®VerifiedFinancial planning
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Mark Pyper
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Marlin Stovesand
Financial advisor at Platform Wealth Advisors
Platform Wealth Advisors · $509M AUM
CFP®VerifiedFinancial planning
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Mathew Hufford
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Nicholas Marsh
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Scott Kimball
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Shane Kunz
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Aaron Phillips
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Albert Silvestri
Financial advisor at Platform Wealth Advisors
Platform Wealth Advisors · $509M AUM
VerifiedFinancial planning
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Alex Shigeta
Financial advisor at Athos Private Wealth LLC
Athos Private Wealth LLC · $268.5M AUM
VerifiedFinancial planning
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Andrew Brown
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Harding
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Anita Peca
Financial advisor at Platform Wealth Advisors
Platform Wealth Advisors · $509M AUM
VerifiedFinancial planning
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Antonio Valenzuela
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Benjamin Warren
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Brandon Mann
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bret Andrus
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Holladay, UT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Holladay, UT.

How this list works

Before you hire an advisor in Holladay, UT