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 Holladay, UT

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

125 registered advisors work in Holladay; the most are at Wells Fargo Clearing Services, LLC (26). 0 list the CFP designation and 97 are also registered broker representatives.

Firms with the most advisors in Holladay

FirmAdvisors in Holladay
Wells Fargo Clearing Services, LLC news26
Morgan Stanley news23
Raymond James Financial Services Advisors, Inc. news14
Stratos Wealth Partners, Ltd.11
Strategic Advisers LLC9
Platform Wealth Advisors8
Hornor, Townsend & Kent, LLC5
Interwise5
Athos Private Wealth LLC4
LPL Financial LLC news3
Lunt Capital Management Inc.3
Centaurus Financial, Inc.2
Solitude Wealth Advisors, LLC.2
You First Financial LLC2
Aegis Wealth Management, Inc.1
Ancorato1
Brookstone Wealth Advisors, LLC1
Equity Armor Investments1
Focus Partners Wealth, LLC1
Outpost Advisors, LLC1
Raymond James & Associates, Inc. news1
Rigby Watts Investment Advisors1
State Farm Investment Management Corp.1
United Capital Financial Advisors1

Advisors in Holladay, 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 132St. George 117Bountiful 106Park City 100Ogden 92Logan 74Murray 69West Jordan 69Midvale 68Layton 67Farmington 55Pleasant Grove 48Saratoga Springs 45Centerville 43Riverton 43Kaysville 37American Fork 35

Questions

How many financial advisors are in Holladay, UT?

125 investment adviser representatives are registered at firm offices in Holladay, Utah, according to the SEC's Investment Adviser Public Disclosure records. 97 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Holladay?

Wells Fargo Clearing Services, LLC, with 26 registered advisors in Holladay, followed by Morgan Stanley with 23.

How do I check a financial advisor in Holladay?

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.