National Retirement Planning Experts

National Coverage
Local Professionals

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 0 vetted financial advisors and 374 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 0 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

Top Financial Advisor Firms in Utah (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
WASATCH ADVISORS INC
505 Wakara Way, 3rd Floor
Salt Lake City, UT, 84108
106081 $39,493,239,726 231 A percentage of AUM, Performance Based
BRIDGE INVESTMENT GROUP
111 E. Sego Lily Drive, #400
Sandy, UT, 84070
159127 $36,346,503,000 116 A percentage of AUM, Other (MGT FEE BASED ON PERCENTAGE AND CARRIED INTEREST ON PERFORMANCE)
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720
Salt Lake City, UT, 84101
158270 $8,637,785,376 15 A percentage of AUM, Performance Based
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600
Salt Lake City, UT, 84121
285645 $6,241,513,643 1981 A percentage of AUM, Fixed fees, Performance Based
TOWNSQUARE CAPITAL, LLC
5314 River Run Drive, Suite 210
Provo, UT, 84604
288576 $6,016,244,124 21605 A percentage of AUM, Hourly charges, Fixed fees
SOLTIS INVESTMENT ADVISORS, LLC
20 North Main, Suite 400
St. George, UT, 84770
154690 $5,199,963,238 2624 A percentage of AUM, Fixed fees, Performance Based
MORETON ASSET MANAGEMENT, LLC
40 N 100 E,
Farmington, UT, 84025
133417 $2,492,610,794 142 A percentage of AUM, Hourly charges, Other (REFERRAL FEES)
CYNOSURE MANAGEMENT, LLC
79 South Main Street, 3rd Floor
Salt Lake City, UT, 84111-1929
281399 $2,298,054,669 136 A percentage of AUM, Performance Based
ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd, Suite 260
Salt Lake City, UT, 84121
106786 $2,197,146,590 1590 A percentage of AUM
WEST RIM CAPITAL ASSOCIATES II, L.P.
2801 North Thanksgiving Way, Suite 200
Lehi, UT, 84043
145085 $2,101,296,976 22 A percentage of AUM, Performance Based
PETERSON PARTNERS
2755 E. Cottonwood Parkway, Suite 400
Salt Lake City, UT, 84121
159450 $1,816,331,370 26 A percentage of AUM, Fixed fees, Performance Based
SUMMIT GLOBAL INVESTMENTS, LLC
620 South Main Street,
Bountiful, UT, 84010
157091 $1,758,129,701 2929 A percentage of AUM, Hourly charges, Performance Based
ALBION FINANCIAL GROUP
812 East 2100 South,
Salt Lake City, UT, 84106
105957 $1,669,373,318 2216 A percentage of AUM, Hourly charges, Fixed fees, Performance Based
CROSS CREEK ADVISORS, LLC
505 Wakara Way, Suite 215
Salt Lake City, UT, 84108
165803 $1,491,275,069 13 A percentage of AUM, Performance Based
UMA FINANCIAL SERVICES INC
310 East 4500 South, Suite 550
Salt Lake City, UT, 84107
106043 $1,468,605,085 5229 A percentage of AUM

Additional Financial Advisors in Utah

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Amy Leonard
Inquire with Amy
6510 S Millrock Drive, Ste 100 Holladay, UT 84121 801-733-2731
Blackridge Wealth Management
Inquire with Blackridge
3630 W South Jordan Pkwy, Ste 104 South Jordan, UT 84095 801-987-3790
Aaron Rokeach
Inquire with Aaron
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-322-7679
Angela K Phillips
Inquire with Angela
1441 W. Ute Blvd, Suite 180 Park City, UT 84098 435-645-2773
Brian Kahn
Inquire with Brian
1441 W. Ute Blvd, Suite 180 Park City, UT 84098 435-645-2776
Brian R Bevan
Inquire with Brian
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7694
Bronson Webb
Inquire with Bronson
8915 S 700 E, Ste 104 Sandy, UT 84070 801-748-1733
101 Financial
Inquire with 101
841 North 900 West, Orem, UT 84057 866-999-9101
Bradley D Carter
Inquire with Bradley
2180 S 1300 E, Ste 420 Salt Lake City, UT 84106 801-486-4595
Alan Dickson
Inquire with Alan
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-578-8044

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

    Frequently Asked Questions

    Find an Advisor
    It's Fast, Free & Easy

      Your Information is Safe and Secure

    Get Matched With Advisors