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Financial ADVSR advisor directory · SEC adviser records

Squire Wealth Advisors financial advisors

Every SEC-registered investment adviser representative at Squire Wealth Advisors, by the state and city of the office they work from.

12 registered advisors work at Squire Wealth Advisors, in 1 state and 2 cities; the most are in Orem, UT (11). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Squire Wealth Advisors advisor by name →Who joined and left Squire Wealth Advisors →Squire Wealth Advisors: assets, clients and custodians →

Cities with the most Squire Wealth Advisors advisors

Orem, UT 11Salt Lake City, UT 1

Squire Wealth Advisors advisors by state

Squire Wealth Advisors in Utah 12

Orem 11Salt Lake City 1

Questions

How many financial advisors does Squire Wealth Advisors have?

12 investment adviser representatives are registered with Squire Wealth Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 2 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Squire Wealth Advisors have the most advisors?

Orem, UT, with 11 registered advisors, then Salt Lake City, UT (1). By state, Utah has the most, with 12.

How do I find a Squire Wealth Advisors financial advisor near me?

Pick your state below, then your city, to see every Squire Wealth Advisors 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 Squire Wealth Advisors 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 →