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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

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Matt Enger

Creative Planning

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Lehi, UT 84049
(913) 8001697

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Rinar Erickson

Creative Planning

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Salt Lake City, UT 84020
(801) 8652972

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Todd Mons

Creative Planning

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Lehi, UT 84009
(801) 6488975

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Todd W. Sirrine, MBA

Colwyn Investments

10923 S Redwood Rd

South Jordan, UT 84095
(801) 8397086

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Sterling C. Jack, MBA, Ph.D.

Colwyn Investments

10923 South Redwood Road

South Jordan, UT 84095
(801) 2540084

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Jason Sandos

Sandos Financial Inc

1374 Shelbrooke Dr.

South Jordan, UT 84095
(801) 8490049

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Jared Copinga

Edelman Financial Engines, LLC

2825 East Cottonwood Parkway
Suite 460

Salt Lake City, UT 84121
(801) 6193771

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Mike Johnson

Pillar Capital

770 East Main Street Suite 310

Lehi, UT 84043
(801) 7703301

List of Additional Financial Advisors in Utah*

* Additional advisor listing is provided in partnership with Yext

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Blackridge Wealth Management

3630 W South Jordan Pkwy
Ste 104

South Jordan, UT 84095
8019873790

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Mark Muir - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
8015694866

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John Finlayson Holmgren - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8016764540

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Michael G Griffin - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8015694860

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Primerica Financial Services

6528 South 5135 West

West Jordan, UT 84081
8019158810

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Evans & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682242

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Thomas Nielson - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682209

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Seth T. Evans - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682242

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Bruce Wingrove - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8016019758

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Joseph Allen - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8012741857

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Brooks Hansen - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452778

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Paul W. Shoemaker - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227602

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Bridgerland Financial

75 West 100 South
Suite 230

Logan, UT 84321
4355351630

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Stephen Tate - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8015694873

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Allen Financial

202 E 5900 S

Salt Lake City, UT 84107
8015699589

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Bronson Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
8017481733

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Barton L Williams - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227621

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Brian Kahn - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452776

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The Wasatch Group - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473022

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David Taylor - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332777

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Brian Parcell - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788015

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Spencer Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227635

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Cindy Yamada Thomas - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788075

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David M Dudley - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227650

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Pierson Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227639

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The Potashner Group - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227683

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Jason Collier - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8015902029

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Aaron Rokeach - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227679

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Derek Bosh - Gateway Mortgage Group

1231 W 9000 S
Ste. B & C

West Jordan, UT 84088
3852557779

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Ethington Financial Group

10421 South Jordan Gateway
Suite 630

South Jordan, UT 84095
8017033737

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Wander - Oakwood Homes - Carriage House/Sterling

176 S Riverside Dr

Saratoga Springs, UT 84045
8012706441

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Hansen Ranch - Oakwood Homes

1127 E 400 N

American Fork, UT 84003
8012706479

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Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8015788000

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Allstate Personal Financial Representative: Stephen Carroll

3575 N 100 E
Ste 275

Provo, UT 84604
8017501339

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Allstate Personal Financial Representative: Robert Bradfield

11576 S State St
Ste 1003

Draper, UT 84020
8015738295

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Allstate Personal Financial Representative: Neil Barney

668 E 12225 S
Ste 202

Draper, UT 84020
8017484111

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Michael Ruzek - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452763

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Allstate Personal Financial Representative: Phillip Matthews

1920 W 250 N
Ste 12

Ogden, UT 84404
8016893725

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Wander - Oakwood Homes - Artisan/Omni/Horizon

188 S Inlet Spring Dr.

Saratoga Springs, UT 84045
8012706438

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SpringHouse Village - Oakwood Homes

11614 Holly Springs Drive

South Jordan, UT 84009
8335721858

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Heather Mcphie Watanabe - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227640

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Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356493280

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Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332700

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Cathy Angstman - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227693

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Richard Potashner - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227681

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Jon D Sterzer - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227658

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Edward Jones - Financial Advisor: Lisa A Wandrey

1104 Country Hills Dr
Ste 205

Ogden, UT 84403
8014794108

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Kokanee Wealth, LLC

8018082559

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Velocity Digital Portfolios

50 West Broadway
Suite 904

Salt Lake City, UT 84101
8016566516

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Tracy Holmes Duckworth - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332734

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Matthew Hoskins Financial

330 N Main St
Suite 120

Kaysville, UT 84037
8016314694

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

7730 Union Park Ave.
Suite 220

Midvale, UT 84047
8013048260

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NOW CFO

5251 S. Green Street, Suite 350

Murray, UT 84123
8778840232

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Michael Mason, Summit Capital Services L.C.

442 N Main St
Ste 210C

Bountiful, UT 84010
8018649386

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Sandra O Berglund - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452762

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Upstream Investment Partners

10808 South River Front Parkway
#339

South Jordan, UT 84095
8019842890

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Proactive Wealth Concepts

10235 S Jordan Gtwy
Suite 104

South Jordan, UT 84095
8018263985

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Christopher S Meriwether - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332710

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Nicholas Roberts - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473018

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Blake Hammer - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473010

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Paul Barton - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332713

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Daniel Nelsen - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8015682202

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Jeffrey Rippon - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8016019774

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James Phillips - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227644

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Quin Gardner - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8015682241

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Michael Blaszak - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
2165233121

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Timpanogos Financial Advisors

593 West 800 North

Orem, UT 84057
8016075670

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Drew Morin Financial Advisor

110 South Regent St.
Suite 100

Salt Lake City, UT 84111
8013333140

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Principal Protect

2356 North 950 East

Cedar City, UT 84721
4355310278

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McKenna Financial Services & Insurances, Inc.

76 South 360 East
Suite C

American Fork, UT 84003
8017562626

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Stephen Williams - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8019473307

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John Wright - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8012741857

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Transamerica Financial Advisors - Lone Peak

12217 South Lone Peak Parkway
Suite 150

Draper, UT 84020
8015680614

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Travis Kell - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8015694863

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Baxter, Nelsen & Associates - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682200

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KAC Financial Services

3520 Lincoln Avenue

Ogden, UT 84401
8776271913

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UCCU Financial Group

3333 N. Digital Dr.
Suite 200

Lehi, UT 84043
8012237502

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Synergy Financial Advisors

6965 Union Park Center
Suite 230

Midvale, UT 84047
8013526005

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Bradley D Carter - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
8014864595

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Inventa Wealth Advisors - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 250

Sandy, UT 84093
8015902029

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Rex Baxter - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8016019773

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Comprehensive Financial Group, Inc

2150 Main St #106

Salt Lake City, UT 84115
8016540486

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Rory Peterson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
8017732227

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Rock House Financial

630 N Main St

Farmington, UT 84025
8014474200

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Grant Harrison - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682289

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Alta Advisor Group - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8015694871

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Mark Ferry Thorup - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227653

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Dallin Griffin - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227614

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Elizabeth A Lockette - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227606

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The Phillips Group - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788000

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The Ridgeline Group - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332731

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The Prospector Group - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452776

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Shane Prescott - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332702

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Manny Padro - Ameriprise Financial Services, LLC

3115 E Lion Ln
Ste 130

Salt Lake City, UT 84121
8019473301

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Jeff Higgins - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8015788031

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Breagan Webb - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
8017481733

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Amy Leonard - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332731

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Brian R Bevan - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227694

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Justin Mcintyre - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332729

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Steven T. Witsman - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227629

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Monty Willhite - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227625

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Wallace E Beck Jr - Ameriprise Financial Services, LLC

60 E South Temple St
Ste 950

Salt Lake City, UT 84111
8015682268

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Brandon Ross - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227617

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Lefavi Wealth Management

2323 Foothill Dr.
100

Salt Lake City, UT 84109
8014869000

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Allstate Personal Financial Representative: Dennis Bledsoe

1361 N Highway 89
Ste 16

Farmington, UT 84025
8016711600

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Lake Point Advisory Group Salt Lake City Office

9075 S 1300 East
Suite 101

Sandy, UT 84094
8778867129

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The Lockette/Watanabe Group - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227606

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Kristin Laub - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452765

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Carina Knecht - Ameriprise Financial Services, LLC

518 E 800 N

Orem, UT 84097
4355038559

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Brian L Monson - Ameriprise Financial Services, LLC

675 E 2100 S
Ste 225

Salt Lake City, UT 84106
8014864595

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Gary Nigbur - Morgan Stanley

60 East South Temple
20th Fl

Salt Lake City, UT 84111
8013227655

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Financial Strategies Institute

6955 South Union Park Center
Suite 410

Midvale, UT 84047
8013164100

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Common Sense Financial - Kennard Agency

1802 South Jordan Pkwy
Suite 130

South Jordan, UT 84095
8018605448

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Angela K Phillips - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452773

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Steve Swensen - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227691

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Allstate Personal Financial Representative: Tyler Erikson

1496 E 5600 S
Ste 2

Ogden, UT 84403
8016758002

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Allstate Personal Financial Representative: Cody Saulpaw

446 S Mall Dr
Ste B5

Saint George, UT 84790
4359867500

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D. Blaine Anderson - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8017332717

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NorthStar Financial & Insurance Services, Inc.

235 E Tabernacle Street

St George, UT 84770
4356561060

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Mays Retirement Solutions

163 East 100 North

Price, UT 84501
4356361010

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Alan D. Paulson - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227668

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Allstate Personal Financial Representative: Kelly Zitting

3975 S Highland Dr
Ste 15

Salt Lake City, UT 84124
8014472923

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Allstate Personal Financial Representative: Michael Nunes

675 E Union Square

Sandy, UT 84070
8012301706

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Daniel Platt - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452768

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Chase Miller - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8013227667

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Kelly Miller - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8016019769

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Ashley Carlson - Gateway Mortgage Group

1231 W 9000 S
Ste. B & C

West Jordan, UT 84088
3852970135

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HomeWell of South Salt Lake County

9533 South 700 East
Suite 204

Sandy, UT 84070
8015722030

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Stacey Fredrickson - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
8017732227

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Michael Maddocks - Ameriprise Financial Services, LLC

12012 S 700 E
Ste 210

Draper, UT 84020
8016764541

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Edward Jones - Financial Advisor: Matthew Eddington

275 N 300 W
Suite 403

Kaysville, UT 84037
8015444244

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Trever Peterson, CRPC® | Equitable Advisors

2825 E Cottonwood Parkway

Salt Lake City, UT 84121
2085213648

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Holbrook Farms - Oakwood Homes

2400 N 3130 W

Lehi, UT 84043
8012706484

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Oakwood Homes Utah Support Center

206 East Winchester St

Murray, UT 84107
8012706400

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Jesse Bollinger - Ameriprise Financial Services, LLC

7730 Union Park Ave
Ste 300

Midvale, UT 84047
8015682221

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101 Financial

841 North 900 West

Orem, UT 84057
8669999101

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Eric C Christensen - Morgan Stanley

6510 S Millrock Drive
Suite 100

Holladay, UT 84121
8019473021

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C Mitchell Long - Ameriprise Financial Services, LLC

8915 S 700 E
Ste 104

Sandy, UT 84070
8017481733

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Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC

1412 Legend Hills Dr
Ste 336

Clearfield, UT 84015
8017732227

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Mark J Banholzer - Morgan Stanley

1441 W. Ute Blvd
Suite 180

Park City, UT 84098
4356452775

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Clinton Stosich

150 W Civic Center Dr
Ste 600

Sandy, UT 84070
8016744044

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Cody Adams - Morgan Stanley

60 East South Temple, 20th
Fl

Salt Lake City, UT 84111
8015788035

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Daniel Foslid - Ameriprise Financial Services, LLC

7440 S Creek Rd
Ste 200

Sandy, UT 84093
8012524825

* 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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