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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 Alabama 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 in Utah

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Utah, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Utah, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Utah have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Utah

advisor-photo

Mitch Simkins

Farther

385-399-9904

Top Financial Advisor Firms in Utah (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BRIDGE INVESTMENT GROUP
111 E. Sego Lily Drive, #400
Sandy, UT, 84070
159127 $43,318,716,000 122 A Percentage of AUM, Performance Based
WASATCH ADVISORS LP
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
106081 $22,406,537,116 238 A Percentage of AUM, Performance Based
TOWNSQUARE CAPITAL, LLC
5314 River Run Drive, Suite 210
Provo, UT, 84604
288576 $6,250,778,068 28608 A Percentage of AUM, Hourly charges, Fixed Fees
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
158270 $6,193,243,609 18 A Percentage of AUM, Performance Based
SOLTIS INVESTMENT ADVISORS, LLC
20 North Main, Suite 400
St. George, UT, 84770
154690 $5,644,684,596 3387 A Percentage of AUM, Fixed Fees, Performance Based
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
285645 $5,059,745,774 2315 A Percentage of AUM, Fixed Fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
CYNOSURE GROUP, LLC
111 South Main Street, Suite 2350
Salt Lake City, UT, 84111-1929
281399 $3,843,101,451 579 A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
MORETON ASSET MANAGEMENT, LLC
40 N 100 E,
Farmington, UT, 84025
133417 $3,530,414,255 145 A Percentage of AUM, Hourly charges, Other (REFERRAL FEES)
PETERSON PARTNERS
2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
159450 $2,057,792,608 27 A Percentage of AUM, Fixed Fees, Performance Based
DIVERSIFY ADVISORY SERVICES, LLC
9017 S Riverside Dr., Suite 210
Sandy, UT, 84070
326060 $2,009,732,330 10642 A Percentage of AUM, Hourly charges
DFPG INVESTMENTS, LLC
9017 S Riverside Drive, Suite 210
Sandy, UT, 84070
155576 $2,009,732,330 10642 A Percentage of AUM, Hourly charges, Fixed Fees
ZIONS CAPITAL ADVISORS, INC.
Zions Capital Advisors, One South Main St., 12th Floor
Salt Lake City, UT, 84133
131308 $1,959,976,339 93 A Percentage of AUM, Fixed Fees
DRIVE WEALTH ADVISERS
3333 N Digital Drive, #700
Lehi, UT, 84043
174728 $1,830,137,115 3292 A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100
Salt Lake City, UT, 84111
142885 $1,810,015,814 15 A Percentage of AUM, Performance Based
WEST RIM CAPITAL ASSOCIATES II, L.P.
2801 North Thanksgiving Way, Suite 200
Lehi, UT, 84043
145085 $1,788,465,610 19 A Percentage of AUM, Performance Based

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