Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Peterson Rogers Private Wealth, LLC financial advisors in Utah

Every SEC-registered investment adviser representative at a Peterson Rogers Private Wealth, LLC office in Utah, by city and A to Z.

The short answer

4 registered advisors work at Peterson Rogers Private Wealth, LLC in Utah, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Salt Lake City (4). 1 list the CFP designation and 0 are also registered broker representatives.

Peterson Rogers Private Wealth, LLC advisors by city in Utah

Every firm in Utah →

Salt Lake City 4

Peterson Rogers Private Wealth, LLC advisors in Utah, A to Z

Search by name →

Peterson Rogers Private Wealth, LLC advisors in every state →Peterson Rogers Private Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Peterson Rogers Private Wealth, LLC financial advisors are in Utah?

4 investment adviser representatives are registered at Peterson Rogers Private Wealth, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Peterson Rogers Private Wealth, LLC have the most advisors?

Salt Lake City, with 4. Peterson Rogers Private Wealth, LLC has advisors in 1 city in Utah.

How do I check a Peterson Rogers Private Wealth, 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 Peterson Rogers Private Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.