Financial advisors in Sandy, UT

35 match · page 1 of 2

Allen Marler
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Amoree Farnsworth
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
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Brian Urie
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Christopher Harris
Financial advisor at Harris Wealth Management, Inc.
Harris Wealth Management, Inc. · $12M AUM
CFP®VerifiedFinancial planning
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David Gallman
Financial advisor at Portside Wealth Group, LLC
Portside Wealth Group, LLC · $1.43B AUM
CFP®VerifiedFinancial planning
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David Swapp
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
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Grace Jones
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Gregory Simmons
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
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Jason Collier
Financial advisor at Diversify Advisory Services, LLC
Diversify Advisory Services, LLC · $4.65B AUM
CFP®VerifiedFinancial planning
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Jeremy Leavitt
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Jessica Lanning
Financial advisor at Lanning Financial Inc.
Lanning Financial Inc.
CFP®VerifiedFinancial planning
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John Taylor
Financial advisor at Tucker Asset Management LLC
Tucker Asset Management LLC · $603.6M AUM
CFP®VerifiedFinancial planning
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John Terrion
Financial advisor at Terrion Advisors, Inc.
Terrion Advisors, Inc. · $32M AUM
CFP®VerifiedFinancial planning
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Jordan Peterson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Kent Griffiths
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Kirk Welch
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
CFP®VerifiedFinancial planning
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Krista Baker
Financial advisor at Diversify Wealth Management, LLC
Diversify Wealth Management, LLC · $4.11B AUM
CFP®VerifiedFinancial planning
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Marcus Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Mason Cook
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Michael Berry
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
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Michael Rawlings
Financial advisor at Onedigital
Onedigital · $155.41B AUM
CFP®VerifiedFinancial planning
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Neal Hansen
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
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Raymond Levitre
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
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Reginald Maxfield
Financial advisor at Olympus Peaks Financial, LLC
Olympus Peaks Financial, LLC · $141.4M AUM
CFP®VerifiedFinancial planning
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Richard Gurr
Financial advisor at Capita Financial Network, LLC
Capita Financial Network, LLC · $2.32B AUM
CFP®VerifiedFinancial planning
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Richard Hardman
Financial advisor at Trek Financial
Trek Financial · $2.82B AUM
CFP®VerifiedFinancial planning
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Richard Smith
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
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Ryan Kelly
Financial advisor at Rfk Capital Management
Rfk Capital Management
CFP®VerifiedFinancial planning
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Ryan Porter
Financial advisor at Net Worth Advisory Group, LLC
Net Worth Advisory Group, LLC · $838.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryley Boman
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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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 Sandy, 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 Sandy, UT.

How this list works

Before you hire an advisor in Sandy, UT