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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Salt Lake City, UT

Every SEC-registered financial advisor at a firm office in Salt Lake City who lists the Chartered Financial Analyst designation, A to Z.

60 CFA charterholders work in Salt Lake City; the most are at Wasatch Advisors LP (18). 2 are also registered broker representatives.

CFA advisors in Salt Lake City, A to Z

Every advisor in Salt Lake City →

Firms with the most CFA charterholders in Salt Lake City

Wasatch Advisors LP 18Alta Capital Management LLC 5Grandeur Peak Global Advisors 4Crewe Advisors 3Cynosure Group, LLC 3Albion Financial Group 2Sepio Capital, LP 2Tingey Financial Group Inc. 2Cannon Capital Management, Inc. 1Corient 1Cottonwood Asset Management LLC 1Cross Creek Advisors, LLC 1Dentist Advisors 1Dynamic 1Mill Creek Investment Management 1

CFA advisors in other Utah cities

All of Utah →

Cottonwood Heights 5Alpine 4Park City 4Lehi 3Logan 3

Questions

How many CFA financial advisors are in Salt Lake City, UT?

60 SEC-registered investment adviser representatives at firm offices in Salt Lake City, Utah list the CFA designation; Wasatch Advisors LP employs the most of them (18).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Salt Lake City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.