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
IN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkit

Financial ADVSR advisor directory · SEC adviser records

Platform Wealth Advisors financial advisors in Holladay, UT

Every SEC-registered investment adviser representative at a Platform Wealth Advisors office in Holladay, A to Z.

3 registered advisors work at Platform Wealth Advisors in Holladay, out of 6 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Platform Wealth Advisors advisors in Holladay, A to Z

Every Platform Wealth Advisors advisor →

Platform Wealth Advisors advisors in every city and state →Platform Wealth Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Platform Wealth Advisors advisors in other cities

Goleta, CA 3

Other firms in Holladay

All Holladay advisors →

Morgan Stanley 23Wells Fargo Clearing Services, LLC 22Raymond James Financial Services Advisors, Inc. 14Stratos Wealth Partners, Ltd. 10Strategic Advisers LLC 8Interwise 5Athos Private Wealth LLC 4Hornor, Townsend & Kent, LLC 4Lunt Capital Management Inc. 3

Questions

How many financial advisors does Platform Wealth Advisors have in Holladay?

3 investment adviser representatives are registered at Platform Wealth Advisors offices in Holladay, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Platform Wealth Advisors one of the largest advisor employers in Holladay?

Platform Wealth Advisors ranks number 10 in Holladay by registered advisors; Morgan Stanley has the most, with 23.

How do I check a Platform Wealth Advisors advisor in Holladay?

Each advisor below links to a profile with their registrations, exams, designations 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 Platform Wealth Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.