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Financial Advisors in Holladay, Utah

Our hand-picked list of 5 financial advisors serving Holladay, Utah. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in Holladay

Financial professionals in Holladay should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Utah securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Utah, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in Holladay

ATHOS PRIVATE WEALTH LLC

4725 S HOLLADAY BLVD, HOLLADAY, UT 84117

📞 (435) 252-••••

INTERWISE

3115 EAST LION LANE, HOLLADAY, UT 84121

📞 (801) 484-••••

LUNT CAPITAL MANAGEMENT INC.

4725 S. HOLLADAY BLVD, STE 220, HOLLADAY, UT 84117

📞 (801) 503-••••

PLATFORM WEALTH ADVISORS

6510 S. MILLROCK DR

📞 (385) 243-••••

Tingey Advisors

2101, Murray Holladay Road, Holladay, UT

Frequently Asked Questions

Where can I find financial advisors in Holladay, Utah?

Holladay, Utah has 5 financial advisors listed in our directory. ATHOS PRIVATE WEALTH LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in Utah?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In Utah, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in Holladay?

Financial professionals in Holladay should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Utah securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in Holladay?

Yes. Use our free quote form below — describe your project, and we'll match you with verified Holladay-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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