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Find The Best Financial Advisors in Utah

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Utah involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Utah

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Utah that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Utah. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Utah

advisor-photo

Jared Copinga

Edelman Financial Engines, LLC

2795 East Cottonwood Parkway, Suite 670

Salt Lake City, UT 84121

801-619-3771

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Jake Oyler

Colwyn Investments

10923 South Redwood Rd

South Jordan, UT 84095

385-251-5604

Top Financial Advisor Firms in Utah (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
WASATCH ADVISORS INC
505 Wakara Way, 3rd Floor Salt Lake City, UT 84108
106081 $39,493,239,726 231 A percentage of AUM
Performance Based
MORETON ASSET MANAGEMENT, LLC
40 N 100 E, Farmington, UT 84025
133417 $2,492,610,794 142 A percentage of AUM
Hourly charges
Other (REFERRAL FEES)
ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd, Suite 260 Salt Lake City, UT 84121
106786 $2,197,146,590 1590 A percentage of AUM
SUMMIT GLOBAL INVESTMENTS, LLC
620 South Main Street, Bountiful, UT 84010
157091 $1,758,129,701 2929 A percentage of AUM
Hourly charges
Performance Based
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100 Salt Lake City, UT 84111
142885 $1,296,628,311 13 A percentage of AUM
Fixed fees
Performance Based
TAYLOR DERRICK CAPITAL, L.L.C.
357 West 200 South, Suite 200 Salt Lake City, UT 84101
158016 $634,509,889 14 A percentage of AUM
Fixed fees
Performance Based
IRON GATE GLOBAL ADVISORS
275 South Temple Suite 204, Salt Lake City, UT 84111
111177 $615,031,491 4359 A percentage of AUM
Hourly charges
LUNT CAPITAL MANAGEMENT INC.
4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117
125183 $506,216,428 558 A percentage of AUM
Subscription fees
NAVIGATE PRIVATE WEALTH, LLC
12012 South 700 East, Suite 100 Draper, UT 84020
170774 $459,881,234 2024 A percentage of AUM
Hourly charges
Fixed fees
SQUIRE WEALTH ADVISORS
1329 South 800 East, Orem, UT 84097
117750 $306,866,213 1020 A percentage of AUM
Hourly charges
RIGGS CAPITAL MANAGEMENT, LLC
1112 East 300 North, Suite 200 American Fork, UT 84003
120253 $269,272,732 376 A percentage of AUM
Hourly charges
GUARDIAN WEALTH MANAGEMENT
50 West Broadway, Suite 904 Salt Lake City, UT 84101
146923 $120,016,319 236 A percentage of AUM
Fixed fees
AG FINANCIAL, LLC
2825 East Cottonwood Parkway, Suite 500 Salt Lake City, UT 84121
140226 $110,000,000 449 A percentage of AUM
Fixed fees
AGILIS WEALTH MANAGEMENT,LLC
3450 N Triumph Blvd, Suite 102 Lehi, UT 84043
127066 $101,359,732 337 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
CHEROKEE & WALKER MANAGEMENT
6440 South Wasatch Boulevard, Suite 200 Salt Lake City, UT 84121
160962 $96,358,429 5 A percentage of AUM
Performance Based

Additional Financial Advisors in Utah

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy Leonard
Inquire with Amy
6510 S Millrock Drive, Ste 100 Holladay, UT 84121 801-733-2731
Blackridge Wealth Management
Inquire with Blackridge
3630 W South Jordan Pkwy, Ste 104 South Jordan, UT 84095 801-987-3790
Aaron Rokeach
Inquire with Aaron
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-322-7679
Angela K Phillips
Inquire with Angela
1441 W. Ute Blvd, Suite 180 Park City, UT 84098 435-645-2773
Brian Kahn
Inquire with Brian
1441 W. Ute Blvd, Suite 180 Park City, UT 84098 435-645-2776
Brian R Bevan
Inquire with Brian
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7694
Bronson Webb
Inquire with Bronson
8915 S 700 E, Ste 104 Sandy, UT 84070 801-748-1733
101 Financial
Inquire with 101
841 North 900 West, Orem, UT 84057 866-999-9101
Bradley D Carter
Inquire with Bradley
2180 S 1300 E, Ste 420 Salt Lake City, UT 84106 801-486-4595
Alan Dickson
Inquire with Alan
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-578-8044

Select other cities around Utah to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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