Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Cw Advisors, LLC financial advisors in Utah

Every SEC-registered investment adviser representative at a Cw Advisors, LLC office in Utah, by city and A to Z.

3 registered advisors work at Cw Advisors, LLC in Utah, out of 93 nationwide; it's the firm's number 8 state by advisors, and the most are in Lehi (2). 1 list the CFP designation and 0 are also registered broker representatives.

Cw Advisors, LLC advisors by city in Utah

Every firm in Utah →

Lehi 2Salt Lake City 1

Cw Advisors, LLC advisors in Utah, A to Z

Search by name →

Cw Advisors, LLC in other states

Massachusetts 49Pennsylvania 11California 7New Jersey 6Virginia 6Florida 3Maryland 3

Questions

How many Cw Advisors, LLC financial advisors are in Utah?

3 investment adviser representatives are registered at Cw Advisors, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 93 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Cw Advisors, LLC have the most advisors?

Lehi, with 2, then Salt Lake City (1). Cw Advisors, LLC has advisors in 2 cities in Utah.

How do I check a Cw Advisors, LLC advisor in Utah?

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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cw Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.