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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sandy, UT

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

340 registered advisors work in Sandy; the most are at Morgan Stanley (152). 0 list the CFP designation and 278 are also registered broker representatives.

Firms with the most advisors in Sandy

FirmAdvisors in Sandy
Morgan Stanley news152
Strategic Advisers LLC31
Cetera Investment Advisers LLC news21
Ameriprise Financial Services, LLC news13
LPL Financial LLC news13
Net Worth Advisory Group, LLC13
New Millennium Group12
Edward Jones news9
Eagle Strategies LLC8
Onedigital8
Global Retirement Partners LLC7
Diversify Wealth Management, LLC5
Capita Financial Network, LLC4
Diversify Advisory Services, LLC4
Trek Financial4
Osaic Wealth, Inc. news3
Foundations Investment Advisors LLC2
J.P. Morgan Securities LLC news2
Brookstone Capital Management LLC1
Commonwealth Financial Network news1
Consolidated Portfolio Review Corp.1
Cottonwood Asset Management LLC1
Crockett Wealth Management, Inc.1
Drive Wealth Advisers1
Empower Advisory Group, LLC1

Advisors in Sandy, A to Z (first 300 of 340)

Search all of Utah →

Other cities in Utah

All of Utah →

Salt Lake City 1,636South Jordan 380Lehi 247Draper 173Provo 153Cottonwood 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 Sandy, UT?

340 investment adviser representatives are registered at firm offices in Sandy, Utah, according to the SEC's Investment Adviser Public Disclosure records. 278 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sandy?

Morgan Stanley, with 152 registered advisors in Sandy, followed by Strategic Advisers LLC with 31.

How do I check a financial advisor in Sandy?

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.