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Financial advisors in Holladay, UT

Looking for a financial advisor in Holladay, UT? We list 127 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

127Advisors with offices here
19Median years of experience
48%At fee-only firms
24Firms represented

Largest firms here: Wells Fargo Advisors (26), Morgan Stanley (24), Raymond James Financial Services Advisors, Inc. (15).

Stratos Wealth Partners
45yrs
Robert Cardon Merrill
Financial advisor
3165 E. Millrock Drive Suite100
Holladay, UT 84141
Top advisor for experience in Holladay
FiduciaryFee-only firm
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Raymond James Financial Services Advisors
44yrs
Gary Wayne Teran
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 1% for experience in Utah
Fiduciary
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Hornor, Townsend & Kent
44yrs
James Grady Woodall
Financial advisor
1895 E Rodeo Walk DR Suite 200 #b
Holladay, UT 84117
Top 1% for experience in Utah
CFP®Fee-only firm
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Morgan Stanley
43yrs
David Jenkins Taylor
Financial advisor
6510 South Millrock Drive Suite 100
Holladay, UT 84121
Top 1% for experience in Utah
Fiduciary
Call Directions
Hornor, Townsend & Kent
42yrs
Gregory Kay Brown
Financial advisor
1895 E Rodeo Walk DR Suite 200 #b
Holladay, UT 84117
Top 1% for experience in Utah
CFP®ChFCFee-only firm
Call Directions
Hornor, Townsend & Kent
41yrs
Bret Reed Andrus
Financial advisor
1895 E Rodeo Walk DR Suite 200 #b
Holladay, UT 84117
Top 2% for experience in Utah
FiduciaryFee-only firm
Call Directions
Wells Fargo Advisors
40yrs
Patrice M Reilly
Financial advisor
6550 S Millrock DR STE 100
Holladay, UT 84121
Top 2% for experience in Utah
Fiduciary
Call Directions
Raymond James Financial Services Advisors
40yrs
James William Phillips
Financial advisor
6440 S Wasatch Boulevard Suite 340
Holladay, UT 84121
Top 2% for experience in Utah
Fiduciary
Call Directions
Morgan Stanley
39yrs
Tracy Holmes Duckworth
Financial advisor
6510 South Millrock Drive Suite 100
Holladay, UT 84121
Top 3% for experience in Utah
Fiduciary
Call Directions
Raymond James Financial Services Advisors
39yrs
Kevin Vern Grow
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 3% for experience in Utah
Fiduciary
Call Directions
Solitude Wealth Advisors, Llc.
37yrs
Gregory Nondas Roumpos
Financial advisor
5200 South Highland Drive Suite 203
Holladay, UT 84117
Top 4% for experience in Utah
FiduciaryFee-only firm
Call Directions
Raymond James Financial Services Advisors
37yrs
Richard Kenneth Bingham
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 4% for experience in Utah
Fiduciary
Call Directions
Raymond James Financial Services Advisors
35yrs
Andrew Jay Brown
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 5% for experience in Utah
Fiduciary
Call Directions
Wells Fargo Advisors
34yrs
Kenneth Lee Webster
Financial advisor
6550 S Millrock DR STE 100
Holladay, UT 84121
Top 6% for experience in Utah
Fiduciary
Call Directions
Raymond James Financial Services Advisors
31yrs
Michael William Blake
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 9% for experience in Utah
Fiduciary
Call Directions
Morgan Stanley
31yrs
Mary Amy Leonard
Financial advisor
6510 South Millrock Drive Suite 100
Holladay, UT 84121
Top 10% for experience in Utah
Fiduciary
Call Directions
Raymond James Financial Services Advisors
30yrs
Roger Gary Larsen
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 10% for experience in Utah
PlanningInvesting
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Morgan Stanley
29yrs
Kimberly Jane Mitchell
Financial advisor
6510 South Millrock Drive Suite 100
Holladay, UT 84121
Top 11% for experience in Utah
Fiduciary
Call Directions
Morgan Stanley
28yrs
Paul Robert Barton
Financial advisor
6510 South Millrock Drive Suite 100
Holladay, UT 84121
Top 12% for experience in Utah
Fiduciary
Call Directions
Morgan Stanley
28yrs
Stephan Albert Micklos
Financial advisor
6510 South Millrock Drive Suite 100
Holladay, UT 84121
Top 13% for experience in Utah
Fiduciary
Call Directions
Wells Fargo Advisors
28yrs
Jeffrey David Shaver
Financial advisor
6550 S Millrock DR STE 100
Holladay, UT 84121
Top 14% for experience in Utah
Fiduciary
Call Directions
Platform Wealth Advisors
28yrs
James Salvatore Alfieri
Financial advisor
6510 S. Millrock DR
Holladay, UT 84121
Top 14% for experience in Utah
FiduciaryFee-only firm
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read