AdvisorCensus / Financial advisors / Utah / Ogden, UT / Branch offices
Advisory firms with an office in Ogden, UT, headquartered elsewhere
28 investment advisory firms with a principal office outside the Ogden, UT metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Aegis Wealth Management, Inc. | Kaysville, UT | Guthrie Center, IA | SEC-registered investment adviser |
| Axxcess Wealth Management, LLC | Ogden, UT | Carlsbad, CA | SEC-registered investment adviser |
| B.o.s.s. Retirement Advisors, LLC | Bountiful, UT | Lehi, UT | SEC-registered investment adviser |
| Beam Wealth Advisors, Inc. | West Haven, UT | Covington, LA | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Bountiful, UT | Cedar Rapids, IA | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Farr West, UT | Wheaton, IL | SEC-registered investment adviser |
| Cain, Watters & Associates, LLC | Kaysville, UT | Frisco, TX | SEC-registered investment adviser |
| ELE Advisory Services, Inc | Washington Terrace, UT | Southfield, MI | SEC-registered investment adviser |
| Financial Network Wealth Advisors LLC | Layton, UT | Murray, UT | SEC-registered investment adviser |
| First Command Advisory Services | Layton, UT | Fort Worth, TX | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Clearfield, UT | Rolling Meadows, IL | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | North Ogden, UT | Springfield, IL | SEC-registered investment adviser |
| Kestra Private Wealth Services, LLC | Ogden, UT | Austin, TX | SEC-registered investment adviser |
| Kovack Advisors, Inc. | Ogden, UT | Ft. Lauderdale, FL | SEC-registered investment adviser |
| Legacy Wealth Management, LLC | Woods Cross, UT | Boise, ID | SEC-registered investment adviser |
| Meeder Public Funds, Inc. | Farmington, UT | Dublin, OH | SEC-registered investment adviser |
| Momentum Independent Network Inc. | Ogden, UT | Dallas, TX | SEC-registered investment adviser |
| Navigate Private Wealth, LLC | Layton, UT | Draper, UT | SEC-registered investment adviser |
| New Millennium Group | Clearfield, UT | Sandy, UT | SEC-registered investment adviser |
| Newedge Advisors | Farmington, UT | New Orleans, LA | SEC-registered investment adviser |
| Oneamerica Securities, Inc. | Layton, UT | Indianapolis, IN | SEC-registered investment adviser |
| Planmember Securities Corporation | Kaysville, UT | Carpinteria, CA | SEC-registered investment adviser |
| TLG Advisors, Inc. | Farmington, UT | Summit, NJ | SEC-registered investment adviser |
| Trajan Wealth, L.L.C. | Farmington, UT | Scottsdale, AZ | SEC-registered investment adviser |
| Transamerica Financial Advisors, LLC | Layton, UT | Philadelphia, PA | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Clearfield, UT | Lawrence, KS | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Ogden, UT | Scottsdale, AZ | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Farmington, UT | Plymouth, MN | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Ogden, UT, headquartered elsewhere. https://advisorcensus.com/advisors/ut/ogden/branch-offices https://advisorcensus.com/advisors/ut/ogden/branch-offices