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Find Best Financial Advisors in Salt Lake City, Utah

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Salt Lake City is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Salt Lake City & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Salt Lake City?

Looking for a qualified financial advisor in Salt Lake City? We can help you by narrowing down your options & listing the best financial advisors in Salt Lake City as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Salt Lake City near you with the list of certified and vetted Salt Lake City financial advisors.

List of Qualified Financial Advisors in Salt Lake City, Utah

advisor-photo

Jared Copinga

Edelman Financial Engines, LLC

2795 East Cottonwood Parkway, Suite 670

Salt Lake City, UT 84121

801-619-3771

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Jake Oyler

Colwyn Investments

10923 South Redwood Rd

South Jordan, UT 84095

385-251-5604

Top Financial Advisor Firms in Utah (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee 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
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
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100 Salt Lake City, UT 84111
142885 $1,296,628,311 13 A percentage of AUM
Fixed fees
Performance Based
SUNDANCE BAY
1240 East 2100 South, Suite 300, Salt Lake City, UT 84106-2817
301868 $718,024,835 8 A percentage of AUM
Performance Based
TAYLOR DERRICK CAPITAL, L.L.C.
357 West 200 South, Suite 200 Salt Lake City, UT 84101
158016 $634,509,889 14 A percentage of AUM
Fixed fees
Performance Based
IRON GATE GLOBAL ADVISORS
275 South Temple Suite 204, Salt Lake City, UT 84111
111177 $615,031,491 4359 A percentage of AUM
Hourly charges
ABG CONSULTANTS
7090 South Union Park Avenue, Suite 650 Salt Lake City, UT 84047
131129 $477,846,807 422 A percentage of AUM
Hourly charges
Fixed fees
JACOBSEN CAPITAL MANAGEMENT
101 South 200 East, Suite 524 Salt Lake City, UT 84111
116085 $380,840,506 354 A percentage of AUM
Hourly charges
Fixed fees
SEVEN CANYONS ADVISORS, LLC
22 East 100 South, 3rd Floor Salt Lake City, UT 84111
290334 $314,185,701 3 A percentage of AUM
Performance Based
NORTH CAPITAL
623 E Fort Union Blvd., Suite 101 Salt Lake City, UT 84047
148802 $267,845,854 638 A percentage of AUM
Hourly charges
Fixed fees
ASHWORTH WEALTH, LLC
257 East 200 South, Suite 750 Salt Lake City, UT 84111
116950 $261,330,563 299 A percentage of AUM
Hourly charges
Fixed fees
COTTONWOOD WEALTH STRATEGIES, LLC
650 South 500 West, Suite #176 Salt Lake City, UT 84101
311272 $230,715,552 661 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
GUARDIAN WEALTH MANAGEMENT
50 West Broadway, Suite 904 Salt Lake City, UT 84101
146923 $120,016,319 236 A percentage of AUM
Fixed fees
AG FINANCIAL, LLC
2825 East Cottonwood Parkway, Suite 500 Salt Lake City, UT 84121
140226 $110,000,000 449 A percentage of AUM
Fixed fees
CHEROKEE & WALKER MANAGEMENT
6440 South Wasatch Boulevard, Suite 200 Salt Lake City, UT 84121
160962 $96,358,429 5 A percentage of AUM
Performance Based

Additional Financial Advisors in Utah

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Aaron Rokeach
Inquire with Aaron
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-322-7679
Brian R Bevan
Inquire with Brian
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7694
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
Alan D. Paulson
Inquire with Alan
60 East South Temple, 20th, Fl Salt Lake City, UT 84111 801-322-7668
Brandon Ross
Inquire with Brandon
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7617
Brian Parcell
Inquire with Brian
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-578-8015
Allen Financial
Inquire with Allen
202 E 5900 S, Salt Lake City, UT 84107 801-569-9589
Brian L Monson
Inquire with Brian
2180 S 1300 E, Ste 420 Salt Lake City, UT 84106 801-486-4595
Barton L Williams
Inquire with Barton
60 East South Temple, 20th Fl Salt Lake City, UT 84111 801-322-7621

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?

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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