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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Farmington, UT

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

60 registered advisors work in Farmington; the most are at Strategic Advisers LLC (13). 15 list the CFP designation and 39 are also registered broker representatives.

Firms with the most advisors in Farmington

FirmAdvisors in Farmington
Strategic Advisers LLC13
Cetera Investment Advisers LLC news5
LPL Financial LLC news5
Promontory Financial Planning, LLC5
Wealth Enhancement Advisory Services, LLC news4
Charles Schwab & Co., Inc. news3
Edward Jones news2
Family Wealth Advisors2
Landmark Wealth Advisors, LLC2
Northwestern Mutual Investment Services, LLC2
Osaic Wealth, Inc. news2
Raymond James & Associates, Inc. news2
Brookstone Wealth Advisors, LLC1
Cambridge Investment Research Advisors, Inc. news1
Composition Wealth, LLC1
David Russell Fjeldsted1
Hornor, Townsend & Kent, LLC1
J.P. Morgan Securities LLC news1
Newedge Advisors1
Regents Partners, LLC1
State Farm Investment Management Corp.1
Taxwise Wealth Planning LLC1
Tlg Advisors, Inc.1
Wells Fargo Clearing Services, LLC news1
Wmw Management, Inc.1

Advisors in Farmington, A to Z

CFP advisors in Farmington →

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 62Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Farmington, UT?

60 investment adviser representatives are registered at firm offices in Farmington, Utah, according to the SEC's Investment Adviser Public Disclosure records. 39 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in Farmington?

Strategic Advisers LLC, with 13 registered advisors in Farmington, followed by Cetera Investment Advisers LLC with 5.

How do I check a financial advisor in Farmington?

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.