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

Financial advisors in Bountiful, UT

Every SEC-registered investment adviser representative at a firm office in Bountiful, with the firms that employ the most of them.

106 registered advisors work in Bountiful; the most are at Summit Global Investments, LLC (51). 0 list the CFP designation and 51 are also registered broker representatives.

Firms with the most advisors in Bountiful

FirmAdvisors in Bountiful
Summit Global Investments, LLC51
Strategic Advisers LLC11
Pfs Investments Inc.7
Strategic Planning Group7
Able & Strong Advisors, Inc.3
Raymond James Financial Services Advisors, Inc. news3
Cetera Investment Advisers LLC news2
LPL Financial LLC news2
Wells Fargo Clearing Services, LLC news2
Ascentis Independent Advisors, LLC1
B.O.s.s. Retirement Advisors, LLC1
Berthel, Fisher & Company Financial Services, Inc.1
Dmk Advisor Group, Inc.1
Edelman Financial Engines news1
Edward Jones news1
Empower Advisory Group, LLC1
Facet1
Goalen Capital Advisors, LLC1
Kestra Advisory Services, LLC news1
Lanark Financial, Inc.1
Modera Wealth Management, LLC1
Morgan Stanley news1
Osaic Wealth, Inc. news1
Portside Wealth Group, LLC1
Roundtable Funding LLC1

Advisors in Bountiful, A to Z

Search all of Utah →

Other cities in Utah

All of Utah →

Salt Lake City 1,636South Jordan 380Sandy 340Lehi 247Draper 173Provo 153Cottonwood Heights 148Orem 132Holladay 125St. George 117Park City 100Ogden 92Logan 74Murray 69West Jordan 69Midvale 68Layton 67Farmington 55Pleasant Grove 48Saratoga Springs 45Centerville 43Riverton 43Kaysville 37American Fork 35

Questions

How many financial advisors are in Bountiful, UT?

106 investment adviser representatives are registered at firm offices in Bountiful, Utah, according to the SEC's Investment Adviser Public Disclosure records. 51 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Bountiful?

Summit Global Investments, LLC, with 51 registered advisors in Bountiful, followed by Strategic Advisers LLC with 11.

How do I check a financial advisor in Bountiful?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.