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Investment Brokerage Firms
Ranked by 2014 UT Licensed Brokers

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RANKCompany
PhoneLocation                             ContactUT Licensed Brokers
Company Description
1Fidelity Investments
(800) 343-3548
49 N. 400 West
Salt Lake City, UT 84101
Charlie Lansche
(Vice President)
1,579
2Wells Fargo Advisors, LLC
(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)
262
3Morgan Stanley Wealth Management
(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)
96
4Merrill Lynch Smith Inc.
(801) 535-1300
60 E. South Temple, Ste. 200
Salt Lake City, UT 84111
Mori Paulsen
(Complex Director)
88
5Edward Jones
(801) 274-5266
1100 East 6600 South, Ste. 420
Salt Lake City, UT 84124
Marcus E. Johnson
(Regional Leader)
78
6Wilson-Davis & Co. Inc.
(801) 532-1313
236 S. Main Street
Salt Lake City, UT 84101
James C. Snow
(President)
25
7First Western Advisors
(801) 930-6500
3165 East Millrock Drive , Suite 340
Holladay, UT 84121
Mr. Gary W. Teran
(President)
24
8D.A. Davidson & Co.
(801) 304-8260
7730 Union Park Avenue, Ste. 220
Midvale, UT 84047
Michael C. Forbes
(Sr. Vice President)
14
9American Funds & Trusts, Inc.
(801) 466-8701
3030 S. Main Street, Ste. 100
Salt Lake City, UT 84115
Richard M. Taggart
(President)
13
10Charles Schwab and Co.
(801) 239-2080
268 S. State Street, Ste.140
Salt Lake City, UT 84111
Todd Storrs
(VP/Area Manager)
10
11WHF Wealth Management
(801) 214.9400
215 S. State St. Suite 560
Salt Lake City, UT 84111
Mr. Chris N Williams, CFP
(Managing Partner)
6
12Sterne Agee Financial Services
(801) 274-6000
2118 east 3900 south, suite 201
Salt Lake City, UT 84124
Dick Gaddis
Tom Cannon
(co-managers)
3
13The Bapis Group
(801) 401-8700
2603 East Parleys Way
Salt Lake City, UT 84109
Nick Bapis
Michael Bapis
Partner, Managing Directors
3
14Goldman Sachs & Co.
(801) 884-1000
222 South Main Street
Salt Lake City, UT 84101
David Lang
(Managing Director)
DND

Rankings based on 2014 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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