Financial advisors in Salt Lake City, UT

912 match · page 1 of 31

Amanda Arcilesi Simmons
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Parsons
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austin Green
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Austyn Whittenburg
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Rogers
Financial advisor at Peterson Rogers Private Wealth, LLC
Peterson Rogers Private Wealth, LLC · $177.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Britton
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Bruschke
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Curtis
Financial advisor at Albion Financial Group
Albion Financial Group · $2.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Thurber
Financial advisor at D.a. Davidson & Co.
D.a. Davidson & Co. · $41.84B AUM
CFP®VerifiedFinancial planning
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Brady Jardine
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
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Brian Bevan
Financial advisor at Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC · $14.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Collard
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Wilde
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Celina Ochoa
Financial advisor at Haynie Wealth Management LLC
Haynie Wealth Management LLC · $106.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charlotte Painter
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chris Machesney
Financial advisor at Alta Capital Management LLC
Alta Capital Management LLC · $1.6B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cody Barrus
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cody Johnson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Colby Berg
Financial advisor at Guardian Wealth Management
Guardian Wealth Management · $174.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Corey Pederson
Financial advisor at Crewe Advisors
Crewe Advisors · $3.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dallin Cutler
Financial advisor at Ep Wealth Advisors
Ep Wealth Advisors · $45.15B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Murdock
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Whittenburg
Financial advisor at Stratos Wealth Partners, LTD
Stratos Wealth Partners, LTD · $18.65B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Danielle Gregory
Financial advisor at Albion Financial Group
Albion Financial Group · $2.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Call
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donovan Martucci
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Elizabeth Bernhard
Financial advisor at Albion Financial Group
Albion Financial Group · $2.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Halvorsen
Financial advisor at Physician Wealth Advisors, Inc.
Physician Wealth Advisors, Inc. · $2.01B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Tingey
Financial advisor at Tingey Financial Group Inc.
Tingey Financial Group Inc. · $257M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harrison Ebert
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®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 Salt Lake City, 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 Salt Lake City, UT.

How this list works

Before you hire an advisor in Salt Lake City, UT