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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Park City, UT

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

100 registered advisors work in Park City; the most are at Morgan Stanley (13). 0 list the CFP designation and 65 are also registered broker representatives.

Firms with the most advisors in Park City

FirmAdvisors in Park City
Morgan Stanley news13
Edward Jones news8
Wells Fargo Clearing Services, LLC news8
Alpha Wealth Funds, LLC5
J.P. Morgan Securities LLC news4
LPL Financial LLC news4
UBS Financial Services Inc. news4
MML Investors Services, LLC3
Merrill Lynch, Pierce, Fenner & Smith Incorporated news3
Rockefeller Capital Management news3
Echelons Capital, LLC2
Fisher Investments news2
Mariner news2
New Edge Wealth2
Quantum Capital Advisors, LLC2
State Farm Investment Management Corp.2
The Caprock Group, LLC2
7two1
Apollon Wealth Management, LLC1
Beta Wealth Group, Inc.1
Cadinha & Co. LLC1
Capital Analysts1
Charles Schwab & Co., Inc. news1
Choreo, LLC1
Financial Prosperity, Inc.1

Advisors in Park City, A to Z

Search all of Utah →

Other cities in Utah

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Salt Lake City 1,636South Jordan 380Sandy 340Lehi 247Draper 173Provo 153Cottonwood Heights 148Orem 132Holladay 125St. George 117Bountiful 106Ogden 92Logan 74Murray 69West Jordan 69Midvale 68Layton 67Farmington 55Pleasant Grove 48Saratoga Springs 45Centerville 43Riverton 43Kaysville 37American Fork 35

Questions

How many financial advisors are in Park City, UT?

100 investment adviser representatives are registered at firm offices in Park City, Utah, according to the SEC's Investment Adviser Public Disclosure records. 65 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Park City?

Morgan Stanley, with 13 registered advisors in Park City, followed by Edward Jones with 8.

How do I check a financial advisor in Park City?

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.