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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lehi, UT

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

235 registered advisors work in Lehi; the most are at Strategic Advisers LLC (39). 46 list the CFP designation and 84 are also registered broker representatives.

Firms with the most advisors in Lehi

FirmAdvisors in Lehi
Strategic Advisers LLC39
B.O.S.s. Retirement Advisors, LLC36
MML Investors Services, LLC15
Townsquare Capital, LLC14
Drive Wealth Advisers12
Driven Investments LLC9
Private Advisory9
Solidarity Wealth, LLC8
Wells Fargo Advisors Financial Network, LLC news7
Decker Retirement Planning Inc.6
Amicus Financial Advisors, LLC5
Edward Jones news5
Soltis Investment Advisors, LLC5
Tanara Wealth Management LLC5
Capital Wealth, LLC4
My Prosper Team4
Solidarity Capital Management, LLC4
LPL Financial LLC news3
Stonebriar Wealth, LLC3
Brighter Retirement Advisors LLC2
Cw Advisors, LLC2
Kingswood Wealth Advisors, LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Premier Choice Wealth Advisors, LLC2

Advisors in Lehi, A to Z

CFP advisors in Lehi →

Other cities in Utah

All of Utah →

Salt Lake City 1,587South Jordan 344Sandy 309Draper 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 39Saratoga Springs 38

Questions

How many financial advisors are in Lehi, UT?

235 investment adviser representatives are registered at firm offices in Lehi, Utah, according to the SEC's Investment Adviser Public Disclosure records. 84 of them are also registered as broker representatives, and 46 list the CFP designation.

Which firm has the most financial advisors in Lehi?

Strategic Advisers LLC, with 39 registered advisors in Lehi, followed by B.O.S.s. Retirement Advisors, LLC with 36.

How do I check a financial advisor in Lehi?

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.