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Find The Best Financial Advisors in Utah

Q: 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.

Q: 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.

Q: 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.

Q: How much money should you 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.

Q: 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.

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 3 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 22 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

Mitch Simkins

Farther

385-399-9904

Address

9980 S 300 W #200,
Sandy, UT 84070 See Details

Jared Copinga

Edelman Financial Engines, LLC

801-619-3771

Address

2795 East Cottonwood Parkway, Suite 670,
Salt Lake City, UT 84121 See Details

Rockwell Advisors

435-688-2520

Address

3143 S 840e #306,
Saint George, UT 84790 See Details

Top Financial Advisor Firms in Utah (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee 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

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?

How can I pick a good financial advisor?

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

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

What type of financial advisor do I need?

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Find The Best Financial Advisors in Utah

How To Find The Best Financial Advisors in UtahLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Utah

Mitch Simkins

Farther

Address

Jared Copinga

Edelman Financial Engines, LLC

Address

Rockwell Advisors

Address

Top Financial Advisor Firms in Utah (Ranked by AUM)

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

Frequently Asked Questions

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How To Find The Best Financial Advisors in Utah
Last Updated - 13-Jun-2023

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