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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Centerville, UT

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

The short answer

48 registered advisors work in Centerville; the most are at Alliance Wealth Advisors, LLC (12). 5 list the CFP designation and 17 are also registered broker representatives.

Firms with the most advisors in Centerville

FirmAdvisors in Centerville
Alliance Wealth Advisors, LLC12
Altura Private Wealth LLC5
LPL Financial LLC news4
Oak Lane Advisors4
Strategic Advisers LLC4
Cwm, LLC3
Edward Jones news2
Legacy Wealth Management, LLC2
Steward Partners Investment Advisory, LLC news2
Wells Fargo Clearing Services, LLC news2
Cambridge Investment Research Advisors, Inc. news1
Century Funds Management Inc.1
Hardware District Financial LLC1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morningstar Investment Management LLC1
Northwestern Mutual Investment Services, LLC1
State Farm Investment Management Corp.1
The Norden Group LLC1

Advisors in Centerville, A to Z

CFP advisors in Centerville →

Other cities in Utah

All of Utah →

Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Orem 124Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Centerville, UT?

48 investment adviser representatives are registered at firm offices in Centerville, Utah, according to the SEC's Investment Adviser Public Disclosure records. 17 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Centerville?

Alliance Wealth Advisors, LLC, with 12 registered advisors in Centerville, followed by Altura Private Wealth LLC with 5.

How do I check a financial advisor in Centerville?

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.