Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Draper, UT
Every SEC-registered investment adviser representative at a firm office in Draper, with the firms that employ the most of them.
156 registered advisors work in Draper; the most are at Capita Financial Network, LLC (32). 23 list the CFP designation and 75 are also registered broker representatives.
Firms with the most advisors in Draper
Advisors in Draper, A to Z
CFP advisors in Draper →- Courtland M. AdamsCoign Capital Advisors LLC
- Joseph C. AllenAmeriprise Financial Services, LLC
- Joshua J. AmesEquitable Advisors, LLC
- Nathan AndersonOsaic Advisory Services, LLC
- Kelly A. AngellLPL Financial LLC
- Braxton BarkerJ.P. Morgan Securities LLC
- Davis R. BeanPrivate Advisory
- Lillian A. BirdAmeriprise Financial Services, LLC
- Ben K. BlakeRobert W. Baird & Co. Incorporated
- David H. BlaylockRaymond James Financial Services Advisors, Inc.
- Tiffany T. BodellBeacon Pointe Advisors, LLC
- Theresa E. BondRaymond James Financial Services Advisors, Inc.
- Ryan J. BoswellCetera Investment Advisers LLC
- Jessica BrianHanks Capital Management, LLC · Certified Financial Planner
- Katherine D. BrinkerhoffCapita Financial Network, LLC
- Joseph R. BroadbentDiversify Wealth Management, LLC
- Kyler E. BrooksbyCoign Capital Advisors LLC
- Jordan R. BrownCapita Financial Network, LLC
- Dallin BunnellElevated Capital Advisors, LLC
- David S. BunnellNavigate Private Wealth, LLC
- David A. BunnellNavigate Private Wealth, LLC · Chartered Financial Consultant
- Matthew C. BurbankArista Wealth Management, LLC
- Ryan P. ButterfieldLPL Financial LLC
- Brady M. ChristensenEquitable Advisors, LLC
- Jan P. ChristensenEagle Strategies LLC
- Nathan G. ChristensenCapita Financial Network, LLC
- Michael ChristiansenJ.P. Morgan Securities LLC
- Ben CoburnCapita Financial Network, LLC
- John D. ColesLone Peak Capital Management, LLC
- Kaden C. CollinsStrategic Advisers LLC
- Christopher J. CordovaElevated Capital Advisors, LLC
- Jd T. CrosbyAmeriprise Financial Services, LLC
- Nathaniel R. CrowtherCetera Investment Advisers LLC · Certified Financial Planner
- Philip A. DachenhausenStrategic Advisers LLC
- Todd J. DavisStrategic Advisers LLC
- Dezmon DeanStrategic Advisers LLC
- Jim L. DemuthLone Peak Advisers
- Alison A. DrewsCapita Financial Network, LLC
- Mark T. DurhamMedicus Wealth Planning, Inc.
- Rinar S. EricksonCapita Financial Network, LLC · Certified Financial Planner
- Rane S. EskelsenStrategic Advisers LLC
- James A. FerrinAsset One Wealth Management, LLC · Certified Financial Planner
- James T. FerrinAsset One Wealth Management, LLC · Certified Financial Planner
- Colin M. ForbesRaymond James Financial Services Advisors, Inc.
- Michael C. ForbesRaymond James Financial Services Advisors, Inc.
- Elisabet Forsman KnechtAmeriprise Financial Services, LLC
- James P. FranklinAsset One Wealth Management, LLC · Certified Financial Planner
- Zachary R. GeertsenCapita Financial Network, LLC · Certified Financial Planner
- Colby B. GilliesElevated Capital Advisors, LLC
- Daniel G. GomezLone Peak Advisers
- Earl W. GoodVanderbilt Advisory Services
- Timothy M. GottfredsonCapita Financial Network, LLC · Certified Financial Planner
- Randy W. GrahamAmeriprise Financial Services, LLC
- Elizabeth C. GuerreroCapita Financial Network, LLC
- Bradyn HaderlieCapita Financial Network, LLC · Certified Financial Planner
- Benjamin T. HamblinCapita Financial Network, LLC
- Darren B. HandleyAmeriprise Financial Services, LLC
- Brian HanksHanks Capital Management, LLC · Certified Financial Planner
- James C. HarrisLPL Financial LLC
- Cristian HaymesCapita Financial Network, LLC
- Riley J. HendricksonNavigate Private Wealth, LLC
- Tina L. HessLPL Financial LLC
- Andrew HillsSan Francisco Wealth Planning LLC · Certified Financial Planner
- David D. HoganDmk Advisor Group, Inc.
- John F. HolmgrenAmeriprise Financial Services, LLC
- William R. Howe Jr.Capita Financial Network, LLC
- Nanette K. IgnjatovicRaymond James Financial Services Advisors, Inc.
- James R. IvieHealthequity Advisors · Chartered Financial Consultant
- Avery E. JacksonCapita Financial Network, LLC
- Jeffrey L. JacobsPalisade Wealth Management
- Robert JacobsWhite Pine Financial LLC
- David W. JamesLone Peak Advisers
- Neal E. JohnsonRaymond James Financial Services Advisors, Inc.
- Ray F. JohnsonEdward Jones
- Stephen L. JohnsonRaymond James Financial Services Advisors, Inc.
- Stephen W. JohnsonRaymond James Financial Services Advisors, Inc.
- Joey M. JohnstunLPL Financial LLC
- Sean D. JonesCapita Financial Network, LLC · Certified Financial Planner
- Myra Keith-JohnsonRaymond James Financial Services Advisors, Inc.
- Joseph A. KentCapita Financial Network, LLC
- Jared W. KnudsenLPL Financial LLC
- Rick LatuStrategic Advisers LLC
- Sean P. LeeElevated Capital Advisors, LLC
- Adam G. LeflerCoign Capital Advisors LLC
- David J. LeighWells Fargo Clearing Services, LLC
- Nydia LenhartCetera Investment Advisers LLC
- Cody J. LewisProactive Wealth Management, Inc. · Chartered Financial Consultant
- Danielle LewisCapita Financial Network, LLC
- Tyson S. LongCapita Financial Network, LLC · Certified Financial Planner
- Nuno D. LucasStrategic Advisers LLC
- Joshua A. MadduxStrategic Advisers LLC
- John A. MartindaleBeacon Pointe Advisors, LLC · Certified Financial Planner
- John A. MatsonState Farm Investment Management Corp.
- Cam T. McClellanPalisade Wealth Management
- Jayson P. McGinnisCapita Financial Network, LLC
- Justin K. McIntyreFinancial Network Wealth Advisors LLC
- Bita MesdaghiStrategic Advisers LLC
- Kevin D. MichelsMedicus Wealth Planning, Inc. · Certified Financial Planner
- John C. MorzelewskiAshton Thomas Private Wealth
- Cassandra C. MyersCapita Financial Network, LLC
- Danford J. NelsonCapita Financial Network, LLC
- Patricia H. NelsonRaymond James Financial Services Advisors, Inc.
- Lauren A. O'NeillElevated Capital Advisors, LLC
- Sean E. OlsenMorgan Stanley
- Patricia M. OstlerStrategic Advisers LLC · Certified Financial Planner
- Cooper J. ParryElevated Capital Advisors, LLC
- Brandon O. PatrickEquitable Advisors, LLC
- Patrick PattersonStrategic Advisers LLC
- Erik PearsonEquitable Advisors, LLC
- Murray J. PetersNavigate Private Wealth, LLC
- Trevor PhibbsPhibbs Financial
- Nicholas G. PrassasPrassas Capital, LLC
- Todd D. QuinnArista Wealth Management, LLC
- Blake RawlingsCapita Financial Network, LLC
- Ryan S. RichardsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael B. RileyCoign Capital Advisors LLC · Certified Financial Planner
- Brittan RoseCapita Financial Network, LLC
- Jonathan R. RowlandLPL Financial LLC
- Zach R. RoyterLone Peak Advisers
- Stefano RuizStrategic Advisers LLC
- Kamron SandersEdward Jones
- Tyler L. SchenkCapita Financial Network, LLC
- Brian D. SchneiderCetera Investment Advisers LLC
- Austin M. ScottAndina Advisors · Certified Financial Planner
- Joshua A. ScottCapita Financial Network, LLC
- David K. ShackelfordLone Peak Advisers
- Allyn B. ShawRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Marc R. SingsonStrategic Advisers LLC
- Samuel M. SlaughLPL Financial LLC
- Justin SmithJ.P. Morgan Securities LLC
- Stephen M. SmithNavigate Private Wealth, LLC
- Tanner S. SmithCapita Financial Network, LLC
- Kimberly J. SolomonCapita Financial Network, LLC
- Theresa M. SommerdykeThree Seasons Wealth
- Shirley C. SpencerCoign Capital Advisors LLC
- Darin StonerStrategic Advisers LLC
- Carson L. StrongCapita Financial Network, LLC
- Mitchell T. SwensenStrategic Advisers LLC · Certified Financial Planner
- Heather M. SyrettCoign Capital Advisors LLC
- Sonia E. ThorneStrategic Advisers LLC
- Melanie S. TinlingCapita Financial Network, LLC
- Joseph L. TorontoAffiliated Investment Advisors, Inc.
- Barton D. WagstaffCapita Financial Network, LLC · Certified Financial Planner
- Harrison T. WardEdward Jones
- Heidi S. WarrEdward Jones · Chartered Financial Consultant
- Brett D. WestonMedicus Wealth Planning, Inc. · Certified Financial Planner
- Lindsay M. WheelerStrategic Advisers LLC
- Denton J. WhippleEdward Jones
- Nicholas K. WhitworthSummit Global Investments, LLC
- Elton D. WilcoxElevated Capital Advisors, LLC
- Laura WilcoxCapita Financial Network, LLC
- Tyson C. WilliamsonCapita Financial Network, LLC
- Thomas W. WithersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John S. WrightAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Daniel ZundelCoign Capital Advisors LLC
- James M. ZundelCoign Capital Advisors LLC
Other cities in Utah
All of Utah →Salt Lake City 1,587South Jordan 344Sandy 309Lehi 235Provo 145Cottonwood Heights 131Orem 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 Draper, UT?
156 investment adviser representatives are registered at firm offices in Draper, Utah, according to the SEC's Investment Adviser Public Disclosure records. 75 of them are also registered as broker representatives, and 23 list the CFP designation.
Which firm has the most financial advisors in Draper?
Capita Financial Network, LLC, with 32 registered advisors in Draper, followed by Strategic Advisers LLC with 17.
How do I check a financial advisor in Draper?
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.