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Stockbrokers in Sandy, UT: 2026 rankings

24 stockbrokers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Sandy: Maverick Trading, RFA Score 70/100; 3.5★ from 24 Google reviews.

  2. 16

    Most-reviewed: Goldman Sachs, 49 Google reviews at 2.8★, the most of 24 ranked; ranked #16.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

24 Sandy stockbrokers are ranked here by RFA Score, from eight published factors. 1 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.5★ across 24 rated firms.

Top 10 stockbrokers in Sandy at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 stockbrokers in Sandy at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Maverick Trading703.5★ (24)Salt Lake City, 3 mi awayTop score
2Charles Schwab634.4★ (36)Holladay, 5 mi away—
3Alpine Securities632.3★ (3)Salt Lake City, 12 mi away—
4Edward Jones - Financial Advisor: Michelle A Chadwick, CFP®615.0★ (11)South Jordan, 3 mi away—
5Edward Jones - Financial Advisor: Megan J Bennett, CFP®|CEPA®594.9★ (8)South Jordan, 3 mi away—
6Edward Jones - Financial Advisor: Rick Royce594.6★ (10)Riverton, 6 mi away—
7Fidelity Investments593.8★ (31)Salt Lake City, 12 mi away—
8Amicus Retirement Planners585.0★ (11)Lehi, 11 mi away—
9Charles Schwab584.4★ (21)Pleasant Grove, 18 mi away—
10Merrill Lynch Wealth Management583.6★ (7)Salt Lake City, 3 mi away—

All 24 stockbrokers in Sandy, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Sandy

    #1 Maverick Trading

    Based in Salt Lake City, 3 mi away

    70/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 3.5★ from 24 Google reviews, listed on Google as “Stock broker”.

    • 3.5★ from 24 Google reviews
    Hours
    Mon–Fri 6 AM–5 PM · Sat–Sun closed
    Address
    1910 E Fort Union Blvd, Salt Lake City, UT 84121
    View profile for Maverick Trading(940) 217-5826

  2. #2 Charles Schwab

    Based in Holladay, 5 mi away

    63/100RFA Score

    Ranked #2 because of its Google rating and review volume: 4.4★ from 36 Google reviews.

    • 4.4★ from 36 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    6550 S Big Cottonwood Canyon Rd, Holladay, UT 84121
    View profile for Charles Schwab(801) 239-2080

  3. #3 Alpine Securities

    Based in Salt Lake City, 12 mi away

    63/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 2.3★ from 3 Google reviews, listed on Google as “Stock broker”.

    • 2.3★ from 3 Google reviews
    Hours
    Mon–Fri 7:30 AM–3:30 PM · Sat–Sun closed
    Address
    39 Exchange Pl, Salt Lake City, UT 84111
    View profile for Alpine Securities(801) 355-5588

  9. #9 Charles Schwab

    Based in Pleasant Grove, 18 mi away

    58/100RFA Score

    Ranked #9 because of its Google rating and review volume: 4.4★ from 21 Google reviews.

    • 4.4★ from 21 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1882 W Pleasant Grove Blvd, Pleasant Grove, UT 84062
    View profile for Charles Schwab(385) 331-3620

  16. #16 Goldman Sachs

    Based in Salt Lake City, 12 mi away

    56/100RFA Score

    Ranked #16 because of its Google rating and review volume: 2.8★ from 49 Google reviews, the most in Sandy.

    • 2.8★ from 49 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    222 S Main St, Salt Lake City, UT 84101
    View profile for Goldman Sachs(801) 884-1000

  17. #17 Edward Jones - Financial Advisor: Tyler Gentry, CFP®|ChFC®|CEPA®|CRPC™

    Based in Lehi, 11 mi away

    56/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    3435 N Center St Suite 2, Lehi, UT 84043
    View profile for Edward Jones - Financial Advisor: Tyler Gentry, CFP®|ChFC®|CEPA®|CRPC™(801) 331-8355

  18. #18 Edward Jones - Financial Advisor: Nicholas B Loveless, ChFC®|AAMS®|CRPC™

    Based in American Fork, 16 mi away

    55/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3:30 PM · Sat–Sun closed
    Address
    121 W Main St Suite #2, American Fork, UT 84003
    View profile for Edward Jones - Financial Advisor: Nicholas B Loveless, ChFC®|AAMS®|CRPC™(801) 772-0106

  20. #20 Goldman Sachs

    Based in Salt Lake City, 12 mi away

    55/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 2.5★ from 11 Google reviews, listed on Google as “Investment bank”.

    • 2.5★ from 11 Google reviews
    Hours
    Mon–Fri 11 AM–2 PM · Sat–Sun closed
    Address
    111 S Main St, Salt Lake City, UT 84111
    View profile for Goldman Sachs(801) 884-1025

  21. #21 Edward Jones - Financial Advisor: Craig Condie

    Based in Lehi, 14 mi away

    54/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon 8:30 AM–4:30 PM · Tue 8:30 AM–6 PM · Wed 9 AM–4:30 PM · Thu 8:30 AM–4:30 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    111 E Main St Ste L1, Lehi, UT 84043
    View profile for Edward Jones - Financial Advisor: Craig Condie(801) 407-1150

  22. #22 Edward Jones - Financial Advisor: Laura A Harkort, CFP®|CEPA®|AAMS®|CRPS™

    Based in Salt Lake City, 12 mi away

    53/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial consultant”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–2 PM · Sat–Sun closed
    Address
    699 E S Temple St Ste 145, Salt Lake City, UT 84102
    View profile for Edward Jones - Financial Advisor: Laura A Harkort, CFP®|CEPA®|AAMS®|CRPS™(801) 359-9449

Also serving Sandy

20 more stockbrokers within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked stockbrokers serving Sandy
BusinessGoogle ratingDistance
Atkinson Advisory Group - Brandon S Atkinson ChFC, LUTCF5.0★ (1)In Sandy
Colonial Stock Transfer4.4★ (13)In Sandy
Edward Jones4.0★ (1)In Sandy
Edward Jones - Financial Advisor: Amy J MartyIn Sandy
Edward Jones - Financial Advisor: Christian Anderson, CFP®|AAMS®|CRPC™In Sandy
Edward Jones - Financial Advisor: Emma JohnsonIn Sandy
Edward Jones - Financial Advisor: Joseph BoyerIn Sandy
Edward Jones - Financial Advisor: Marcus E Johnson, CFP®|CPWA®|CEPA®|AAMS®5.0★ (2)In Sandy
Edward Jones - Financial Advisor: Ryan M SearleIn Sandy
Edward Jones - Financial Advisor: Scott TaylorIn Sandy
Edward Jones - Financial Advisor: Tyler R Johnson5.0★ (2)In Sandy
EquityTrack3.7★ (3)In Sandy
Net Worth Advisory Group5.0★ (94)In Sandy
New Millennium Group - Financial Advisors4.8★ (167)In Sandy
Ray B DavisIn Sandy
Salt Lake Financial Planning5.0★ (26)In Sandy
Secure Retirement Planning5.0★ (1)In Sandy
The Davis Group Wealth ServicesIn Sandy
Wells Fargo Advisors5.0★ (1)In Sandy
Wells Fargo Advisors1.0★ (1)In Sandy

How we ranked Sandy stockbrokers

We scored 24 Sandy stockbrokers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Sandy data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a stockbroker

  1. Confirm the stockbroker and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a stockbroker

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my stockbroker?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Stockbrokers in Sandy: frequently asked questions

Which stockbroker has the highest RFA Score in Sandy?

By RFA Score, the highest-ranked stockbroker in Sandy, UT is Maverick Trading with an RFA Score of 70/100. It has 3.5★ from 24 Google reviews. Charles Schwab (#2) and Alpine Securities (#3) follow. We ranked 24 stockbrokers on eight factors, last updated November 9, 2026.

How many stockbrokers are there in Sandy?

RankedFinancialAdvisors ranks 24 stockbrokers serving Sandy, UT. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which stockbrokers in Sandy work on weekends?

1 of 24 ranked stockbrokers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays is Goldman Sachs (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sandy stockbrokers have?

The median Google rating among 24 rated stockbrokers in Sandy is 4.5★, with a median of 7 reviews. Goldman Sachs has the most, 49 reviews, and ranks #16. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank stockbrokers?

Each stockbroker gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do stockbrokers outside Sandy count in this ranking?

Yes, if they are within 25 mi of the Sandy city center, our service radius for stockbrokers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can stockbrokers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a stockbroker do?

Stockbrokers buy and sell stocks, bonds, funds and other securities for clients and may recommend them. In the US they are registered representatives of a FINRA member broker-dealer; in Canada they work for a CIRO-regulated investment dealer.

How are stockbrokers in Sandy ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers brokerage services and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a stockbroker’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every stockbroker in Sandy a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do stockbrokers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Sandy

  1. November 2026: RFA Scores recalculated for 24 stockbrokers serving Sandy.

More stockbrokers and Sandy pages