Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Herriman, UT

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

27 registered advisors work in Herriman; the most are at Strategic Advisers LLC (21). 0 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in Herriman

FirmAdvisors in Herriman
Strategic Advisers LLC21
Vantage Point Investments, Inc.2
Equitable Advisors, LLC news1
MML Investors Services, LLC1
Morgan Stanley news1
Wells Fargo Clearing Services, LLC news1

Advisors in Herriman, A to Z

Search all of Utah →

Other cities in Utah

All of Utah →

Salt Lake City 1,636South Jordan 380Sandy 340Lehi 247Draper 173Provo 153Cottonwood Heights 148Orem 132Holladay 125St. George 117Bountiful 106Park City 100Ogden 92Logan 74Murray 69West Jordan 69Midvale 68Layton 67Farmington 55Pleasant Grove 48Saratoga Springs 45Centerville 43Riverton 43Kaysville 37

Questions

How many financial advisors are in Herriman, UT?

27 investment adviser representatives are registered at firm offices in Herriman, Utah, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Herriman?

Strategic Advisers LLC, with 21 registered advisors in Herriman, followed by Vantage Point Investments, Inc. with 2.

How do I check a financial advisor in Herriman?

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.