AdvisorCensus / Financial advisors / Utah / Provo, UT / Branch offices
Advisory firms with an office in Provo, UT, headquartered elsewhere
28 investment advisory firms with a principal office outside the Provo, 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 |
|---|---|---|---|
| Adviceonly | Spanish Fork, UT | San Diego, CA | SEC-registered investment adviser |
| Amicus Financial Advisors, LLC | Lehi, UT | Lubbock, TX | SEC-registered investment adviser |
| Ascentis Independent Advisors, LLC | Lehi, UT | Dallas, TX | SEC-registered investment adviser |
| Blueprint Financial Advisors | Alpine, UT | Charlotte, NC | SEC-registered investment adviser |
| Brighton Wealth Management, Inc. | Cedar Fort, UT | Cottonwood Heights, UT | SEC-registered investment adviser |
| Coppell Advisory Solutions LLC | Orem, UT | Dallas, TX | SEC-registered investment adviser |
| Creativeone Wealth, LLC | Orem, UT | Overland Park, KS | SEC-registered investment adviser |
| CW Advisors, LLC | Lehi, UT | Boston, MA | SEC-registered investment adviser |
| Diversify Advisory Services, LLC | Orem, UT | South Jordan, UT | SEC-registered investment adviser |
| Diversify Wealth Management, LLC | Orem, UT | South Jordan, UT | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Lehi, UT | Alpharetta, GA | SEC-registered investment adviser |
| Global View Capital Management LLC | Pleasant Grove, UT | Waukesha, WI | SEC-registered investment adviser |
| JRS Wealth Management LLC | Orem, UT | South Jordan, UT | SEC-registered investment adviser |
| Kinetic Investment Management, Inc. | Lehi, UT | Los Angeles, CA | SEC-registered investment adviser |
| Parkshore Wealth Management | Lehi, UT | Granite Bay, CA | SEC-registered investment adviser |
| Peterson Partners | Lehi, UT | Salt Lake City, UT | SEC-registered investment adviser |
| Private Advisory | Lehi, UT | Redmond, WA | SEC-registered investment adviser |
| Promontory Financial Planning, LLC | Payson, UT | Farmington, UT | SEC-registered investment adviser |
| Pure Financial Advisors, LLC | Lehi, UT | San Diego, CA | SEC-registered investment adviser |
| Q3 Advisors, LLC | Provo, UT | Arvada, CO | SEC-registered investment adviser |
| Rovin Capital | Lehi, UT | Mesa, AZ | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Lehi, UT | Akron, OH | SEC-registered investment adviser |
| Soltis Investment Advisors, LLC | Lehi, UT | St. George, UT | SEC-registered investment adviser |
| Symmetry Partners | Lindon, UT | Glastonbury, CT | SEC-registered investment adviser |
| Tencap Wealth Coaching | Pleasant Grove, UT | South Jordan, UT | SEC-registered investment adviser |
| Trek Financial | Pleasant Grove, UT | Scottsdale, AZ | SEC-registered investment adviser |
| Triad Wealth Partners, LLC | Orem, UT | Lawrence, KS | SEC-registered investment adviser |
| Wedbush Securities Inc. | American Fork, UT | Pasadena, CA | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Provo, UT on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Magnum Opus Fund | Vineyard, UT | Exempt reporting 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 Provo, UT, headquartered elsewhere. https://advisorcensus.com/advisors/ut/provo/branch-offices https://advisorcensus.com/advisors/ut/provo/branch-offices