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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 an audacious 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 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 to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Utah financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Utah

advisor-photo

Sterling C. Jack, MBA, Ph.D.

Colwyn Investments

10923 South Redwood Road

South Jordan, UT 84095

801-254-0084

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Jared Copinga

Edelman Financial Engines, LLC

2825 East Cottonwood Parkway
Suite 460

Salt Lake City, UT 84121

801-619-3771

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Mike Johnson

Pillar Capital

770 East Main Street Suite 310

Lehi, UT 84043

801-770-3301

List of Additional Financial Advisors in Utah*

* Additional advisor listing is provided in partnership with Yext

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Evans & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2242

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Blackridge Wealth Management

3630 W South Jordan Pkwy
Ste 104

South Jordan, UT 84095
801-987-3790

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Aaron Rokeach - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7679

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Travis Kell - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-569-4863

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Primerica Financial Services

6528 South 5135 West

West Jordan, UT 84081
801-915-8810

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The Bowen/Pferdner Financial Group - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1817

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South Ogden, UT Branch Office - UBS Financial Services Inc.

5730 S. 1475 East
Suite 100

South Ogden, UT 84403
801-476-4869

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LPL Financial, Cyprus Credit Union

3876 West Centerview Way

West Jordan, UT 84084
801-260-7727

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Allstate Personal Financial Representative: Dennis Bledsoe

1361 N Highway 89
Ste 16

Farmington, UT 84025
801-671-1600

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Michael Maddocks - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
801-676-4541

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Allen Financial

202 E 5900 S

Salt Lake City, UT 84107
801-569-9589

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Bridgerland Financial

75 West 100 South
Suite 230

Logan, UT 84321
435-535-1630

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Shane Prescott - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2702

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D. Blaine Anderson - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2717

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101 Financial

841 North 900 West

Orem, UT 84020
866-999-9101

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Lake Point Advisory Group Salt Lake City Office

9075 S 1300 East
Suite 101

Sandy, UT 84094
877-886-7129

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Derek Bosh - Gateway Mortgage Group

1231 W 9000 S
Ste. B & C

West Jordan, UT 84088
385-255-7779

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Jeffrey Rippon - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-601-9774

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The Phillips Group - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8000

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Holbrook Farms - Oakwood Homes

2400 N 3130 W

Lehi, UT 84043
801-270-6484

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Oakwood Homes Utah Support Center

206 East Winchester St

Murray, UT 84107
801-270-6400

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Brian R Bevan - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7694

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Edward Jones - Financial Advisor: Lisa A Wandrey

1104 Country Hills Dr
Ste 205

Ogden, UT 84403
801-479-4108

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Edward Jones - Financial Advisor: Matthew Eddington

275 N 300 W
Suite 403

Kaysville, UT 84037
801-544-4244

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Ashley Carlson - Gateway Mortgage Group

1231 W 9000 S
Ste. B & C

West Jordan, UT 84088
385-297-0135

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HomeWell of South Salt Lake County

9533 South 700 East
Suite 204

Sandy, UT 84070
801-572-2030

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Rory Peterson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
801-773-2227

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Kristin Laub - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2765

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Mark Ferry Thorup - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7653

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Lefavi Wealth Management

2323 Foothill Dr.
100

Salt Lake City, UT 84109
801-486-9000

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Baxter, Nelsen & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2200

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Allstate Personal Financial Representative: Shane Dayton

5639 W 13100 S

Herriman, UT 84096
801-558-9199

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Cody Adams - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-578-8035

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Matthew Hoskins Financial

330 N Main St
Suite 120

Kaysville, UT 84037
801-631-4694

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Forbes Financial Advisor Group, Advisors with D.A. Davidson Wealth Management

7730 Union Park Ave.
Suite 220

Midvale, UT 84047
801-304-8260

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Michael Mason, Summit Capital Services L.C.

442 N Main St
Ste 210C

Bountiful, UT 84010
801-864-9386

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The Ridgeline Group - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2731

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NOW CFO

5251 S. Green Street, Suite 350

Murray, UT 84123
877-884-0232

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Velocity Digital Portfolios

50 West Broadway
Suite 904

Salt Lake City, UT 84101
801-656-6516

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Upstream Investment Partners

10808 South River Front Parkway
#339

South Jordan, UT 84095
801-984-2890

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Proactive Wealth Concepts

10235 S Jordan Gtwy
Suite 104

South Jordan, UT 84095
801-826-3985

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Allstate Personal Financial Representative: Stephen Carroll

3575 N 100 E
Ste 275

Provo, UT 84604
801-750-1339

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Allstate Personal Financial Representative: Neil Barney

668 E 12225 S
Ste 202

Draper, UT 84020
801-748-4111

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Justin Mcintyre - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2729

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NorthStar Financial & Insurance Services, Inc.

235 E Tabernacle Street

St George, UT 84770
435-656-1060

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Mays Retirement Solutions

163 East 100 North

Price, UT 84501
435-636-1010

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Brian L Monson - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
801-486-4595

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Jason Collier - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-590-2029

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Allstate Personal Financial Representative: Phillip Matthews

1920 W 250 N
Ste 12

Ogden, UT 84404
801-689-3725

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Clinton Stosich

150 W Civic Center Dr
Ste 600

Sandy, UT 84070
801-674-4044

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Wander - Oakwood Homes - Carriage House/Sterling

176 S Riverside Dr

Saratoga Springs, UT 84045
801-270-6441

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Hansen Ranch - Oakwood Homes

1127 E 400 N

American Fork, UT 84003
801-270-6479

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Principal Protect

2356 North 950 East

Cedar City, UT 84721
435-531-0278

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Drew Morin Financial Advisor

110 South Regent St.
Suite 100

Salt Lake City, UT 84111
801-333-3140

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McKenna Financial Services & Insurances, Inc.

76 South 360 East
Suite C

American Fork, UT 84003
801-756-2626

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Transamerica Financial Advisors - Lone Peak

12217 South Lone Peak Parkway
Suite 150

Draper, UT 84020
801-568-0614

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Bronson Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
801-748-1733

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UCCU Financial Group

3333 N. Digital Dr.
Suite 200

Lehi, UT 84043
801-223-7502

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Alan D. Paulson - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7668

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KAC Financial Services

3520 Lincoln Avenue

Ogden, UT 84401
877-627-1913

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Brian Parcell - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8015

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Thomas Nielson - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2209

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James Phillips - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7644

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Synergy Financial Advisors

6965 Union Park Center
Suite 230

Midvale, UT 84047
801-352-6005

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Kokanee Wealth, LLC

801-808-2559

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Dallin Griffin - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7614

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Financial Strategies Institute

6955 South Union Park Center
Suite 410

Midvale, UT 84047
801-316-4100

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Timpanogos Financial Advisors

593 West 800 North

Orem, UT 84057
801-607-5670

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Common Sense Financial - Kennard Agency

1802 South Jordan Pkwy
Suite 130

South Jordan, UT 84095
801-860-5448

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Alta Advisor Group - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-569-4871

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Daniel Nelsen - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-568-2202

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Bradley D Carter - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
801-486-4595

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Seth T. Evans - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2242

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Daniel Platt - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2768

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John Wright - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
801-274-1857

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Rock House Financial

630 N Main St

Farmington, UT 84025
801-447-4200

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Allstate Personal Financial Representative: Lance Orr

2664 W 9000 S

West Jordan, UT 84088
801-999-4846

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Scott Weierman, CIMA, CFP - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1830

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Breagan Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
801-748-1733

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Allstate Personal Financial Representative: Cody Saulpaw

446 S Mall Dr
Ste B5

Saint George, UT 84790
435-986-7500

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Stacey Fredrickson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
801-773-2227

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Allstate Personal Financial Representative: Kelly Zitting

3975 S Highland Dr
Ste 15

Salt Lake City, UT 84124
801-447-2923

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Allstate Personal Financial Representative: Michael Nunes

675 E Union Square

Sandy, UT 84070
801-230-1706

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Wander - Oakwood Homes - Artisan/Omni/Horizon

188 S Inlet Spring Dr.

Saratoga Springs, UT 84045
801-270-6438

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SpringHouse Village - Oakwood Homes

11614 Holly Springs Drive

South Jordan, UT 84009
833-572-1858

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Daniel Foslid - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-252-4825

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Salt Lake City, UT Branch Office - UBS Financial Services Inc.

299 South Main St
Suite 2100

Salt Lake City, UT 84111
800-521-8840

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Ethington Financial Group

10421 South Jordan Gateway
Suite 630

South Jordan, UT 84095
801-703-3737

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Stephen Williams - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-947-3307

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Trever Peterson, CRPC® | Equitable Advisors

2825 E Cottonwood Parkway

Salt Lake City, UT 84121
208-521-3648

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Michael Ruzek - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2763

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Mark Muir - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
801-569-4866

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Jesse Bollinger - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2221

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Chase Miller - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7667

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Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2700

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Wallace E Beck Jr - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-568-2268

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Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
801-773-2227

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Allen McNeal - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1894

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Allstate Personal Financial Representative: Robert Bradfield

11576 S State St
Ste 1003

Draper, UT 84020
801-573-8295

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Allstate Personal Financial Representative: Tyler Erikson

1496 E 5600 S
Ste 2

Ogden, UT 84403
801-675-8002

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Cathy Angstman - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7693

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David M Dudley - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7650

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Paul W. Shoemaker - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7602

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Kelly Miller - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-601-9769

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Glen Mintz - UBS Financial Services Inc.

255 Heber Avenue

Park City, UT 84060
435-649-6275

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Brandon Gregory Pearson - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1829

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Teresa Dahl, CPWA - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1815

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Bradley Robert Britton, CFP - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1890

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Elite Wealth Management - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1830

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Barry Bowen, CIMA - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1817

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Michael Meyer - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-476-4869

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Carina Knecht - Ameriprise Financial Services, LLC

518 E 800 N

Orem, UT 84097
435-503-8559

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Quin Gardner - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-568-2241

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John Finlayson Holmgren - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
801-676-4540

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The Webster Group - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1801

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The Ballard Meyer Wealth Management Group - UBS Financial Services Inc.

5730 South 1475 East
Suite 100

South Ogden, UT 84403
801-476-4881

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Sterling Hanson - UBS Financial Services Inc.

299 South Main Street
Suite 2100

Salt Lake City, UT 84111
801-524-1855

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Noah Levine - UBS Financial Services Inc.

255 Heber Avenue

Park City, UT 84060
435-615-6891

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Steven Shelton - Ameriprise Financial Services, LLC

869 Baxter Dr

South Jordan, UT 84095
801-984-2711

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Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-578-8000

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The Potashner Group - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7683

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Barton L Williams - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7621

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Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-649-3280

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Steven T. Witsman - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7629

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Gary Nigbur - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7655

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The Prospector Group - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2776

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Michael Blaszak - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
216-523-3121

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Cindy Yamada Thomas - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8075

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The Wasatch Group - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-947-3022

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Angela K Phillips - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2773

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Blake Hammer - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-947-3010

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Richard Potashner - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7681

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Jon D Sterzer - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7658

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Nicholas Roberts - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-947-3018

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Steve Swensen - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7691

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Bruce Wingrove - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-601-9758

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Inventa Wealth Advisors - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
801-590-2029

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Manny Padro - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
801-947-3301

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Rex Baxter - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
801-601-9773

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Grant Harrison - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
801-568-2289

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Michael G Griffin - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-569-4860

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David Taylor - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2777

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Joseph Allen - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
801-274-1857

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C Mitchell Long - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
801-748-1733

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Stephen Tate - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
801-569-4873

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Jeff Higgins - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-578-8031

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The Lockette/Watanabe Group - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7606

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Sandra O Berglund - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2762

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Christopher S Meriwether - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2710

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Eric C Christensen - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-947-3021

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Pierson Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7639

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Brandon Ross - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7617

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Monty Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7625

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Tracy Holmes Duckworth - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2734

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Brooks Hansen - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2778

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Amy Leonard - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2731

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Comprehensive Financial Group, Inc

2150 Main St #106

Salt Lake City, UT 84115
801-654-0486

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Heather Mcphie Watanabe - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
801-322-7640

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Elizabeth A Lockette - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7606

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Spencer Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
801-322-7635

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Brian Kahn - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2776

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Paul Barton - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
801-733-2713

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Mark J Banholzer - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
435-645-2775

* Additional advisor listing is provided in partnership with Yext

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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