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

Financial advisors in South Jordan, UT

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

The short answer

344 registered advisors work in South Jordan; the most are at Morgan Stanley (88). 46 list the CFP designation and 266 are also registered broker representatives.

Firms with the most advisors in South Jordan

FirmAdvisors in South Jordan
Morgan Stanley news88
Diversify Advisory Services, LLC57
Diversify Wealth Management, LLC37
Strategic Advisers LLC30
Osaic Wealth, Inc. news15
Elysium Wealth Management, LLC13
LPL Financial LLC news12
Edward Jones news9
Wealthspire Retirement Advisory news9
Transamerica Financial Advisors, LLC8
Equity Services, Inc.6
Ameriprise Financial Services, LLC news5
Ashworth Wealth, LLC5
Ignite Planners LLC5
D.A. Davidson & Co.4
Lpg Capital Management4
Tencap Wealth Coaching4
Eagle Strategies LLC3
State Farm Investment Management Corp.3
Cambridge Investment Research Advisors, Inc. news2
Cetera Investment Advisers LLC news2
Lido2
Osaic Advisory Services, LLC news2
Portside Wealth Group, LLC2
Raymond James Financial Services Advisors, Inc. news2

Advisors in South Jordan, A to Z (first 300 of 344)

CFP advisors in South Jordan →

Other cities in Utah

All of Utah →

Salt Lake City 1,587Sandy 309Lehi 235Draper 156Provo 145Cottonwood Heights 131Orem 124Bountiful 109Holladay 109St. George 106Park City 91Ogden 84Logan 70Layton 67Midvale 63Murray 62West Jordan 62Farmington 60Centerville 48Pleasant Grove 46American Fork 41Kaysville 41Riverton 39Saratoga Springs 38

Questions

How many financial advisors are in South Jordan, UT?

344 investment adviser representatives are registered at firm offices in South Jordan, Utah, according to the SEC's Investment Adviser Public Disclosure records. 266 of them are also registered as broker representatives, and 46 list the CFP designation.

Which firm has the most financial advisors in South Jordan?

Morgan Stanley, with 88 registered advisors in South Jordan, followed by Diversify Advisory Services, LLC with 57.

How do I check a financial advisor in South Jordan?

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.