Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Refined Wealth Management financial advisors in Salt Lake City, UT

Every SEC-registered investment adviser representative at a Refined Wealth Management office in Salt Lake City, A to Z.

The short answer

4 registered advisors work at Refined Wealth Management in Salt Lake City, out of 4 at the firm nationwide; it ranks number 54 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Refined Wealth Management advisors in Salt Lake City, A to Z

Every Refined Wealth Management advisor →

Refined Wealth Management advisors in every city and state →Refined Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Salt Lake City

All Salt Lake City advisors →

Strategic Advisers LLC 634Wells Fargo Clearing Services, LLC 210Merrill Lynch, Pierce, Fenner & Smith Incorporated 50Morgan Stanley 45Wasatch Advisors LP 38LPL Financial LLC 34J.P. Morgan Securities LLC 30Ameriprise Financial Services, LLC 18Crewe Advisors 18Raymond James Financial Services Advisors, Inc. 18Sepio Capital, LP 16UBS Financial Services Inc. 16

Questions

How many financial advisors does Refined Wealth Management have in Salt Lake City?

4 investment adviser representatives are registered at Refined Wealth Management offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Refined Wealth Management one of the largest advisor employers in Salt Lake City?

Refined Wealth Management ranks number 54 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.

How do I check a Refined Wealth Management advisor in Salt Lake City?

Each advisor below links to a profile with their registrations, exams, designations 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 Refined Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.