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 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.

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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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 129 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 12 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 Finance, LLC

385-399-9904

Address

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

Jaeden May, CFP^®, CPA, CPWA^®

Adams Wealth Advisors

435-752-1702

Address

701 S Main,
Suite 400,
Logan, UT 84321 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	$47,001,314,000	132	A percentage of AUM, Performance Based
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	106081	$26,663,066,907	237	A percentage of AUM, Performance Based
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	288576	$8,777,551,735	33539	A percentage of AUM, Fixed fees
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	154690	$6,821,969,061	3884	A percentage of AUM, Fixed fees, Performance Based
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	285645	$6,672,033,386	1963	A percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101	158270	$6,316,870,974	18	A percentage of AUM, Performance Based
CYNOSURE GROUP, LLC 111 South Main Street, Suite 2350 Salt Lake City, UT, 84111-1929	281399	$4,862,981,883	590	A percentage of AUM, Fixed fees, Performance Based
MORETON ASSET MANAGEMENT, LLC 40 N 100 E, Farmington, UT, 84025	133417	$3,812,690,525	149	A percentage of AUM, Hourly charges, Other (REFERRAL FEES)
DIVERSIFY ADVISORY SERVICES, LLC 9017 S Riverside Dr., Suite 210 Sandy, UT, 84070	326060	$3,206,698,268	14301	A percentage of AUM, Hourly charges
DIVERSIFY WEALTH MANAGEMENT, LLC 9017 S Riverside Dr Suite 210, Sandy, UT, 84070	329878	$2,287,672,457	15718	A percentage of AUM, Hourly charges, Fixed fees
KEYSTONE NATIONAL GROUP, LLC 60 E. South Temple, Suite 2100 Salt Lake City, UT, 84111	142885	$2,130,000,279	15	A percentage of AUM, Performance Based
PETERSON PARTNERS 2755 E. Cottonwood Parkway, Suite 400 Salt Lake City, UT, 84121	159450	$2,126,417,239	31	A percentage of AUM, Fixed fees, Performance Based
SUMMIT GLOBAL INVESTMENTS, LLC 620 South Main Street, Bountiful, UT, 84010	157091	$2,028,895,819	6110	A percentage of AUM, Hourly charges, Performance Based
SUNDANCE BAY 1240 East 2100 South, Suite 300, Salt Lake City, UT, 84106-2817	301868	$2,021,527,724	6	A percentage of AUM, Performance Based
DRIVE WEALTH ADVISERS 3333 N Digital Drive, #700 Lehi, UT, 84043	174728	$2,016,635,518	3750	A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

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

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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 Finance, LLC

Address

Jaeden May, CFP®, CPA, CPWA®

Adams Wealth 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

Find an AdvisorIt's Fast, Free & Easy

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

Jaeden May, CFP^®, CPA, CPWA^®

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