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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Pleasant Grove, UT

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

The short answer

46 registered advisors work in Pleasant Grove; the most are at Global View Capital Management LLC (10). 9 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Pleasant Grove

FirmAdvisors in Pleasant Grove
Global View Capital Management LLC10
Soulence Wealth Management9
LPL Financial LLC news5
Pfs Investments Inc.4
Charles Schwab & Co., Inc. news3
Strategic Advisers LLC3
Arkadios Wealth Advisors2
Ascend Investment Management, LLC2
Bfc Planning, Inc.1
Edward Jones news1
Focal Point Financial Planning, LLC1
Missionsquare Retirement1
Morgan Stanley news1
Ocean Path Advisors, LLC1
Park Avenue Securities LLC1
Planmember Securities Corporation1

Advisors in Pleasant Grove, A to Z

CFP advisors in Pleasant Grove →

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 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in Pleasant Grove, UT?

46 investment adviser representatives are registered at firm offices in Pleasant Grove, Utah, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Pleasant Grove?

Global View Capital Management LLC, with 10 registered advisors in Pleasant Grove, followed by Soulence Wealth Management with 9.

How do I check a financial advisor in Pleasant Grove?

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.