Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Highland, UT
Every SEC-registered investment adviser representative at a firm office in Highland, with the firms that employ the most of them.
The short answer
19 registered advisors work in Highland; the most are at Encompass More Asset Management LLC (2). 0 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Highland
| Firm | Advisors in Highland |
|---|---|
| Encompass More Asset Management LLC | 2 |
| Investable Wealth, LLC | 2 |
| LPL Financial LLC news | 2 |
| Andina Advisors | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Colab Capital | 1 |
| Emotionally Invested | 1 |
| Integrity Alliance, LLC. | 1 |
| Jasmijn Capital Management, LLC | 1 |
| Lifetime Financial | 1 |
| Meridian Investing | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| State Farm Investment Management Corp. | 1 |
| Strategic Advisers LLC | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
| Your Ia, LLC | 1 |
Advisors in Highland, A to Z
Search all of Utah →- John C. BecksteadLifetime Financial
- Caleb L. BowenState Farm Investment Management Corp.
- David T. CarruthLPL Financial LLC
- Karina CorbettEmotionally Invested
- Michael CostaEncompass More Asset Management LLC
- Dalton T. CunninghamCetera Investment Advisers LLC
- Nicholas J. DixonEncompass More Asset Management LLC
- Tyler EvansMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Kenneth G. GibsonIntegrity Alliance, LLC. · Chartered Financial Consultant
- Timothy J. HarlowLPL Financial LLC
- Ginger D. HarrisAndina Advisors
- Eric W. HeathStrategic Advisers LLC
- Joshua R. HemmingWells Fargo Clearing Services, LLC
- Clayton K. HoffmanMeridian Investing
- David A. MellingJasmijn Capital Management, LLC
- John A. PuglianoInvestable Wealth, LLC
- Joseph M. PuglianoInvestable Wealth, LLC
- Kyle C. SchillingYour Ia, LLC
- Bryce J. SuttonColab Capital
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 Highland, UT?
19 investment adviser representatives are registered at firm offices in Highland, Utah, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Highland?
Encompass More Asset Management LLC, with 2 registered advisors in Highland, followed by Investable Wealth, LLC with 2.
How do I check a financial advisor in Highland?
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.