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
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Simple Financial, LLC financial advisors

Every SEC-registered investment adviser representative at Simple Financial, LLC, by the state and city of the office they work from.

9 registered advisors work at Simple Financial, LLC, in 3 states and 3 cities; the most are in West Jordan, UT (7). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Simple Financial, LLC advisor by name →

Cities with the most Simple Financial, LLC advisors

West Jordan, UT 7Henderson, NV 1Meridian, ID 1

Simple Financial, LLC advisors by state

Simple Financial, LLC in Utah 7

West Jordan 7

Simple Financial, LLC in Idaho 1

Meridian 1

Simple Financial, LLC in Nevada 1

Henderson 1

Questions

How many financial advisors does Simple Financial, LLC have?

9 investment adviser representatives are registered with Simple Financial, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 3 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Simple Financial, LLC have the most advisors?

West Jordan, UT, with 7 registered advisors, then Henderson, NV (1). By state, Utah has the most, with 7.

How do I find a Simple Financial, LLC financial advisor near me?

Pick your state below, then your city, to see every Simple Financial, LLC advisor registered at an office there. Each one 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. An advisor registered at Simple Financial, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →