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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Heber City, UT

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

The short answer

24 registered advisors work in Heber City; the most are at Edward Jones (2). 3 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in Heber City

FirmAdvisors in Heber City
Edward Jones news2
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Ascensus Investment Advisors, LLC1
Creative Planning news1
Dynamic Wealth Advisors1
Hilltop Securities Inc.1
J.P. Morgan Securities LLC news1
John McAndrew Financial Advisors LLC1
Mercer Global Advisors Inc.1
Morningstar Investment Management LLC1
Osaic Wealth, Inc. news1
Perigon Wealth Management, LLC1
Planmember Securities Corporation1
Redgrove Capital LLC.1
Simplify Asset Management Inc.1
The Norden Group LLC1
Trek Financial1
U.S. Bancorp Advisors, LLC1
UBS Financial Services Inc. news1
Wells Fargo Clearing Services, LLC news1

Advisors in Heber City, A to Z

CFP advisors in Heber City →

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 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39

Questions

How many financial advisors are in Heber City, UT?

24 investment adviser representatives are registered at firm offices in Heber City, Utah, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Heber City?

Edward Jones, with 2 registered advisors in Heber City, followed by State Farm Investment Management Corp. with 2.

How do I check a financial advisor in Heber City?

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.