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 Sandy is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Sandy & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Sandy, Utah, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 6 non-vetted financial advisors in Sandy, Utah, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Sandy, Utah have an average of 18 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.
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 |
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 |
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 |
CAPITA FINANCIAL NETWORK, LLC 9980 South 300 West, Ste 140 Sandy, UT, 84070 | 290558 | $1,163,105,301 | 4297 | A Percentage of AUM |
NET WORTH ADVISORY GROUP, LLC 75 W. Towne Ridge Parkway, Suite 460 Sandy, UT, 84070 | 126983 | $524,432,617 | 2494 | A Percentage of AUM, Hourly charges, Fixed Fees |
NEW MILLENNIUM GROUP 10050 South State Street, Sandy, UT, 84070 | 299249 | $114,396,161 | 1325 | A Percentage of AUM, Hourly charges, Fixed Fees |
Your Information is Safe and Secure