AdvisorCensus / Financial advisors / Utah / Provo, UT / Fidelity Investments
Financial advisors in Provo, UT using Fidelity Investments
9 SEC-registered investment advisory firms headquartered in the Provo, UT metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| B.o.s.s. Retirement Advisors, LLC | Lehi | SEC-registered investment adviser | $1 billion to $5 billion |
| Capital Wealth, LLC | Lehi | SEC-registered investment adviser | $100 million to $500 million |
| Decker Retirement Planning Inc. | Lehi | SEC-registered investment adviser | $100 million to $500 million |
| Drive Wealth Advisers | Lehi | SEC-registered investment adviser | $1 billion to $5 billion |
| Keeler Thomas Management LLC | Orem | SEC-registered investment adviser | $100 million to $500 million |
| Oxford Wealth Management | Lindon | SEC-registered investment adviser | $100 million to $500 million |
| Peterson Wealth Advisors, LLC | Orem | SEC-registered investment adviser | $500 million to $1 billion |
| Stonebriar Wealth, LLC | Lehi | SEC-registered investment adviser | $100 million to $500 million |
| Townsquare Capital, LLC | Lehi | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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