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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Logan, UT

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

The short answer

70 registered advisors work in Logan; the most are at Adams Wealth Advisors (9). 18 list the CFP designation and 40 are also registered broker representatives.

Firms with the most advisors in Logan

FirmAdvisors in Logan
Adams Wealth Advisors9
LPL Financial LLC news9
Edward Jones news7
Harold Dance Investments7
Andina Advisors6
Beacon Financial Planning, LLC3
Cachetech3
Cetera Investment Advisers LLC news3
Raymond James Financial Services Advisors, Inc. news3
Ameriprise Financial Services, LLC news2
Ascend Investment Partners2
Peak Investment Coaching, LLC2
Riley S. Crosbie Advisory, LLC2
Wells Fargo Clearing Services, LLC news2
Benjamin F. Edwards & Company, Inc.1
Cambridge Investment Research Advisors, Inc. news1
Connect Financial Advisors1
Ep Wealth Advisors1
J. W. Cole Advisors, Inc.1
Pfs Investments Inc.1
Promontory Financial Planning, LLC1
Simplicity Wealth1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Transamerica Financial Advisors, LLC1

Advisors in Logan, A to Z

CFP advisors in Logan →

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 84Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Logan, UT?

70 investment adviser representatives are registered at firm offices in Logan, Utah, according to the SEC's Investment Adviser Public Disclosure records. 40 of them are also registered as broker representatives, and 18 list the CFP designation.

Which firm has the most financial advisors in Logan?

Adams Wealth Advisors, with 9 registered advisors in Logan, followed by LPL Financial LLC with 9.

How do I check a financial advisor in Logan?

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.