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 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

Strategic Advisers LLC financial advisors in Utah

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

The short answer

1,134 registered advisors work at Strategic Advisers LLC in Utah, out of 15,449 nationwide; it's the firm's number 4 state by advisors, and the most are in Salt Lake City (634). 42 list the CFP designation and 1,118 are also registered broker representatives.

Strategic Advisers LLC advisors by city in Utah

Every firm in Utah →

Salt Lake City 634Lehi 39South Jordan 30Herriman 23Riverton 23Layton 20Sandy 18Draper 17Eagle Mountain 17Saratoga Springs 17Provo 16Midvale 15West Jordan 15American Fork 13Farmington 13Syracuse 13Kaysville 12Taylorsville 11West Valley City 11Millcreek 9Spanish Fork 9Woods Cross 9Holladay 8Murray 8Bountiful 7Ogden 7Orem 7Stansbury Park 7Cottonwood Heights 6Clinton 5Pleasant Grove 5South Salt Lake 5Centerville 4Fruit Heights 4Magna 4North Salt Lake 4Pleasant View 4Santaquin 4Tooele 4Clearfield 3Ephraim 3Grantsville 3Springville 3Vineyard 3Alpine 2Bluffdale 2Cedar Hills 2Heber City 2Highland 2Lake Point 2Mountain Green 2North Ogden 2Payson 2Washington 2West Haven 2Brigham City 1Cedar City 1Farr West 1Harrisville 1Hooper 1Kearns 1Lindon 1Logan 1Mapleton 1Midway 1Millville 1Morgan 1North Salt Lake City 1

Strategic Advisers LLC advisors in Utah, A to Z (first 500 of 1,134)

Search by name →

Strategic Advisers LLC in other states

Texas 1,808Florida 1,463California 1,409Colorado 988New Hampshire 894Kentucky 884Massachusetts 773North Carolina 658New York 549Ohio 519New Jersey 484Illinois 413Rhode Island 313Arizona 294Pennsylvania 282Virginia 281Michigan 269Washington 268Connecticut 209Georgia 202Minnesota 153Maryland 141Missouri 139Tennessee 139Indiana 108Oregon 99Nevada 98Wisconsin 95South Carolina 86Kansas 54Oklahoma 38Maine 35District of Columbia 31New Mexico 31Delaware 25Idaho 25Alabama 24Arkansas 14West Virginia 4Iowa 3Louisiana 3

Questions

How many Strategic Advisers LLC financial advisors are in Utah?

1,134 investment adviser representatives are registered at Strategic Advisers LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 15,449 at the firm nationwide. 42 list the CFP designation and 1,118 are also registered as broker representatives.

Where in Utah does Strategic Advisers LLC have the most advisors?

Salt Lake City, with 634, then Lehi (39). Strategic Advisers LLC has advisors in 68 cities in Utah.

How do I check a Strategic Advisers 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 Strategic Advisers LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.