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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Cottonwood Heights, UT

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

131 registered advisors work in Cottonwood Heights; the most are at Sofi Wealth LLC (17). 22 list the CFP designation and 104 are also registered broker representatives.

Firms with the most advisors in Cottonwood Heights

FirmAdvisors in Cottonwood Heights
Sofi Wealth LLC17
Charles Schwab & Co., Inc. news16
Raymond James & Associates, Inc. news14
Wells Fargo Advisors Financial Network, LLC news13
LPL Financial LLC news9
Oneamerica Securities, Inc.8
Lido7
Strategic Advisers LLC6
Cambridge Investment Research Advisors, Inc. news5
M2 Financial LLC4
S20 Capital, LLC3
Aclaime Asset Management, LLC2
Berthel, Fisher & Company Financial Services, Inc.2
Equitable Advisors, LLC news2
Osaic Wealth, Inc. news2
Sequoia Financial Group, L.L.C.2
Svb Wealth2
Abg Consultants1
Brighton Wealth Management, Inc.1
Cetera Investment Advisers LLC news1
Edward Jones news1
Empirical Wealth Management1
Equity Armor Investments1
Fiduciary Advisors, LLC1
Global Retirement Partners LLC1

Advisors in Cottonwood Heights, A to Z

CFP advisors in Cottonwood Heights →

Other cities in Utah

All of Utah →

Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Draper 156Provo 145Orem 124Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Cottonwood Heights, UT?

131 investment adviser representatives are registered at firm offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records. 104 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in Cottonwood Heights?

Sofi Wealth LLC, with 17 registered advisors in Cottonwood Heights, followed by Charles Schwab & Co., Inc. with 16.

How do I check a financial advisor in Cottonwood Heights?

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.