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Investment Brokerage Firms
Ranked by 2015 UT Licensed Brokers

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RANKCompany
PhoneLocation                             ContactUT Licensed Brokers
Company Description
1Edward Jones
www.edwardjones.com
(801) 274-5266
1100 East 6600 South, Ste. 420
Salt Lake City, UT 84121
Marcus E. Johnson
(Regional Leader)
94
2Morgan Stanley Wealth Management
www.morganstanley.com
(801) 578 8000
60 East S. Temple
Salt Lake City, UT 84111
Kirby Kuklenski
Dean R. Cottle
Margaret Draper
(Mountain/Plains Complex Manager)
(Utah Complex Manager)
86
3MassMutual Intermountain West
www.imw.massmutual.com
801-943-6277
6330 South 3000 East Ste 600
Salt Lake City, UT 84121
Brady Murray
(President, General Agent)
45
4Wilson-Davis & Co. Inc.
www.wdco.com
(801) 532-1313
236 S. Main Street
Salt Lake City, UT 84101
James C. Snow
(President)
29
5D.A. Davidson & Co.
www.dadco.com
(801) 304-8260
7730 Union Park Avenue, Ste. 220
Midvale, UT 84047
Michael C. Forbes
(Sr. Vice President)
18
6American Funds & Trusts, Inc.
www.americanfundsandtrusts.com
(801) 466-8701
3030 S. Main Street, Ste. 100
Salt Lake City, UT 84115
Richard M. Taggart
(President)
13
7Sterne Agee Financial Services
sterneagee.com
(801) 274-6000
2118 east 3900 south, suite 201
Salt Lake City, UT 84124
Dick Gaddis
Tom Cannon
(co-managers)
3
8Alpine Securities Corp.
www.alpine-securities.com
(801) 355-5588
440 E. 400 South
Salt Lake City, UT 84111
Mark Peterson
(President)
DND
9Ameriprise Financial Services, Inc
www.amerpriseadvisors.com
(801) 568-2200
7730 Union Park Ave., Ste. 300
Midvale, UT 84047
Jonathan E. Evans
(Branch Manager)
DND
10Brinkerhoff Financial Group, L.L.C.
www.johnbrinkerhoff.com
(801) 733-2441
2825 E. Cottonwood Parkway, Ste. 430
Salt Lake City, UT 84121
John A. Brinkerhoff
(Founder)
DND
11Cambria Capital, LLC
www.cambriacapital.com
(801) 320-9606
488 E. Winchester Street, Ste. 200
Salt Lake City, UT 84107
Shane Philbrick
(CFO/VP Operations)
DND
12Capital Confidence Advisors
www.financialclarity.org
(801) 930-6450
3165 East Millrock Drive, Ste. 450
Salt Lake City, UT 84121
Daniel Whittenburg
Lionel Kraft
SteVan Gates
Russ Hodgson
Brandon Nelson
(Partners)
DND
13Charles Schwab and Co.
www.schwab.com
(801) 239-2080
268 S. State Street, Ste.140
Salt Lake City, UT 84111
Todd Storrs
(VP/Area Manager)
DND
14E-Trade Financial
DND
(866) 789-0736
200 Center Civic Drive, Ste. 600
Sandy, UT 84070
DND
15Fidelity Investments
www.fidelity.com
(800) 343-3548
49 N. 400 West
Salt Lake City, UT 84101
Charlie Lansche
(Vice President)
DND
16First Western Advisors
www.fwainvest.com
(801) 930-6500
3165 East Millrock Drive , Suite 340
Holladay, UT 84121
Mr. Gary W. Teran
Mr Eric Wallace
Mr Jeff Teran
Emily Wallace
(President)
(Executive Vice President of Investments)
(Executive Vice President of Investments)
(Compliance Officer)
DND
17Goldman Sachs & Co.
www.goldmansachs.com
(801) 884-1000
222 South Main Street
Salt Lake City, UT 84101
David Lang
(Managing Director)
DND
18Harold Dance Investments
DND
(435) 752-8484
360 N. Main Street
Logan, UT 84321
Stephen Neeley
(President)
DND
19Interbank FX, LLC
www.ibfx.com
(801) 930-6800
3165 E. Millrock Drive, Ste. 200
Salt Lake City, UT 84121
Todd Crosland
(President/Chairman)
DND
20Intermountain Financial Group, LLC
www.intermountainfinancialgroup.com
(801) 453-2274
6340 S. 3000 East, Ste. 500
Salt Lake City, UT 84121
Todd A. Reid
(General Agent)
DND
21Intermountain Financial Services Inc.
DND
(801) 531-1155
1190 Aspen Circle
Heber, UT 84032
Kent D. Sweat
(Manager)
DND
22Merrill Lynch Smith Inc.
www.ml.com
(801) 535-1300
60 E. South Temple, Ste. 200
Salt Lake City, UT 84111
Mori Paulsen
(Complex Director)
DND
23Northwestern Mutual Financial Network
www.nmfn.com/saltlakegroup
(801) 533-8444
111 E. Broadway, Ste. 1400
Salt Lake City, UT 84111
Roger McQueen
(Managing Partner)
DND
24Paulson Investment Co.
www.paulsoninvestment.com
(435) 649-6421
2970 Arabian Drive
Park City, UT 84060
Chris Schreiber
(Senior VP/Nat. Sales Director)
DND
25RBC Wealth Management
www.rbcwm-usa.com
(801) 656-2900
299 S. Main Street, Ste. 2000
Salt Lake City, UT 84111
Mark Purcell
Todd N. Adams
(Managing Director)
(Branch Director)
DND
26Scottrade
DND
(801) 466-6122
311 S. State Street, Ste. 110
Salt Lake City, UT 84111
DND
27TD Ameritrade
DND
(801) 297-7000
2 E. Broadway
Salt Lake City, UT 84111
DND
28
The Bapis Group
www.thebapisgroup.com
(801) 401-8700
2603 East Parleys Way
Salt Lake City, UT 84109
Nick Bapis
Michael Bapis
Partner, Managing Directors
DND
29Timber Crest Wealth Management
www.timbercrestwealth.com
(801) 456-5855
257 E. 200 South
Salt Lake City, UT 84111
Brandon Sheppard
(President)
DND
30UBS Financial Services
www.ubs.com
(801) 521-8840
299 S. Main Street, Ste. 2100
Salt Lake City, UT 84111
Pamela McComas
(Branch Director)
DND
31Wells Fargo Advisors, LLC
www.wellsfargoadvisors.com
(866) 579-3719
299 S. Main Street, 201 S. Main Street
Salt Lake City, UT 84111
Gary Carlson
Joe Fetters
(Wealth Brokerage Services Manager)
(Private Client Group Manager)
DND
32WHF Wealth Management
http://www.whfwealthmanagement.com/
(801) 214.9400
215 S. State St. Suite 560
Salt Lake City, UT 84111
Mr. Chris N Williams, CFP
(Managing Partner)
DND
33Zions Direct
www.zionsdirect.com
(801) 844-7764
One S. Main Street, 17th floor
Salt Lake City, UT 84111
W. David Hemingway
(Executive VP)
DND

Rankings based on 2015 data. DND=Did Not Disclose. Source: Surveys, Internet and Interviews with company representatives. Some companies may have been omitted due to lack of information or deadline restrictions. If any of the above information is incorrect or if you feel your business warrants inclusion, please contact research@utahbusiness.com or fax (801) 568-0812. For more a more extensive list of companies in this category see www.utahbusiness.com. Download the Book of Lists at www.utahbusiness.com. £ 2011 by Utah Media Partners. Highlighted listings purchased as advertising by companies.

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