Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Washington, UT

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

16 registered advisors work in Washington; the most are at State Farm Investment Management Corp. (2). 0 list the CFP designation and 11 are also registered broker representatives.

Firms with the most advisors in Washington

FirmAdvisors in Washington
State Farm Investment Management Corp.2
Strategic Advisers LLC2
Western Wealth Management LLC2
Betterment1
Commonwealth Financial Network news1
Empower Advisory Group, LLC1
Impact Partnership Wealth, LLC1
Independent Financial Group, LLC1
Integrity Alliance, LLC.1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
Mariner news1

Advisors in Washington, A to Z

Search all of Utah →

Other cities in Utah

All of Utah →

Salt Lake City 1,636South Jordan 380Sandy 340Lehi 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 37

Questions

How many financial advisors are in Washington, UT?

16 investment adviser representatives are registered at firm offices in Washington, Utah, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Washington?

State Farm Investment Management Corp., with 2 registered advisors in Washington, followed by Strategic Advisers LLC with 2.

How do I check a financial advisor in Washington?

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.