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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Valley City, UT

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

15 registered advisors work in West Valley City; the most are at Strategic Advisers LLC (11). 1 list the CFP designation and 14 are also registered broker representatives.

Firms with the most advisors in West Valley City

FirmAdvisors in West Valley City
Strategic Advisers LLC11
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Jgp Wealth Management, LLC1
LPL Financial LLC news1

Advisors in West Valley City, A to Z

CFP advisors in West Valley City →

Other cities in Utah

All of Utah →

Salt Lake City 1,587South Jordan 344Sandy 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 39

Questions

How many financial advisors are in West Valley City, UT?

15 investment adviser representatives are registered at firm offices in West Valley City, Utah, according to the SEC's Investment Adviser Public Disclosure records. 14 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in West Valley City?

Strategic Advisers LLC, with 11 registered advisors in West Valley City, followed by Merrill Lynch, Pierce, Fenner & Smith Incorporated with 2.

How do I check a financial advisor in West Valley City?

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.