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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Layton, UT

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

The short answer

67 registered advisors work in Layton; the most are at Strategic Advisers LLC (20). 5 list the CFP designation and 57 are also registered broker representatives.

Firms with the most advisors in Layton

FirmAdvisors in Layton
Strategic Advisers LLC20
First Command Advisory Services5
Oneamerica Securities, Inc.4
Pfs Investments Inc.4
Raymond James Financial Services Advisors, Inc. news4
Transamerica Financial Advisors, LLC4
Promontory Financial Planning, LLC3
State Farm Investment Management Corp.3
Edward Jones news2
Key Investment Services LLC2
LPL Financial LLC news2
Summit Global Investments, LLC2
Alpha Wealth Funds, LLC1
Cetera Investment Advisers LLC news1
Financial Network Wealth Advisors LLC1
Gibbs Wealth Management, LLC1
Gwn Securities Inc.1
J.P. Morgan Securities LLC news1
Jgp Wealth Management, LLC1
Kimberlite Financial Services Limited Liability Co.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Navigate Private Wealth, LLC1
Wells Fargo Advisors Financial Network, LLC news1
Wells Fargo Clearing Services, LLC news1

Advisors in Layton, A to Z

CFP advisors in Layton →

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 70Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Layton, UT?

67 investment adviser representatives are registered at firm offices in Layton, Utah, according to the SEC's Investment Adviser Public Disclosure records. 57 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Layton?

Strategic Advisers LLC, with 20 registered advisors in Layton, followed by First Command Advisory Services with 5.

How do I check a financial advisor in Layton?

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.