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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Provo, UT

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

145 registered advisors work in Provo; the most are at Portside Wealth Group, LLC (26). 0 list the CFP designation and 78 are also registered broker representatives.

Firms with the most advisors in Provo

FirmAdvisors in Provo
Portside Wealth Group, LLC26
Merrill Lynch, Pierce, Fenner & Smith Incorporated news19
Strategic Advisers LLC16
The Norden Group LLC12
Morgan Stanley news8
Osaic Wealth, Inc. news7
Edward Jones news5
Cambridge Investment Research Advisors, Inc. news4
Commonwealth Financial Network news4
Accuvest Global Advisors, Inc.3
Hurley Investments, LLC3
Paragon Wealth Management3
Retirement Solutions Investments, Inc.3
Sunset Retirement Advisors LLC3
Blue Diamond Capital Investment Advisors2
Cole Financial Advisors, Inc.2
LPL Financial LLC news2
Raymond James & Associates, Inc. news2
Raymond James Financial Services Advisors, Inc. news2
Wells Fargo Clearing Services, LLC news2
Bonneville Multi-Family Office1
Chugg Wealth Strategies, LLC1
Eagle Strategies LLC1
Ethical Capital1
Growth Financial1

Advisors in Provo, A to Z

Search all of Utah →

Other cities in Utah

All of Utah →

Salt Lake City 1,636South Jordan 380Sandy 340Lehi 247Draper 173Cottonwood Heights 148Orem 132Holladay 125St. George 117Bountiful 106Park City 100Ogden 92Logan 74Murray 69West Jordan 69Midvale 68Layton 67Farmington 55Pleasant Grove 48Saratoga Springs 45Centerville 43Riverton 43Kaysville 37American Fork 35

Questions

How many financial advisors are in Provo, UT?

145 investment adviser representatives are registered at firm offices in Provo, Utah, according to the SEC's Investment Adviser Public Disclosure records. 78 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Provo?

Portside Wealth Group, LLC, with 26 registered advisors in Provo, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 19.

How do I check a financial advisor in Provo?

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.