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Find the Best Financial Advisors in Utah

Looking for a financial advisor in Utah? Look no further than WiserAdvisor. It is a good place to start with your search to compare vetted advisors and find one that meets your criterion. It is essential for those who want to make informed decisions about their personal finances to consider working with a financial advisor as seeking assistance from a professional can provide you with better financial insights that greatly impact your investment returns. On our directory listing of ranked financial advisors in Utah, you'll find a list of professionals who are experienced at helping individuals like you with their financial needs. Financial advisors in and around Utah can provide tailored advice on retirement planning, investment strategies, wealth management, financial planning, estate planning, and more.

Finding the Top Financial Advisor in Utah

Last Updated - November 27, 2023

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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Customer Reviews

Top Financial Advisor Firms in Utah (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
WASATCH ADVISORS INC
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108
86 231 $39,493,239,726
A percentage of AUM, Performance Based
MORETON ASSET MANAGEMENT, LLC
40 N 100 E, Farmington, UT 84025
6 142 $2,492,610,794
A percentage of AUM, Hourly charges, Other (REFERRAL FEES)
ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd, Suite 260, Salt Lake City, UT 84121
24 1590 $2,197,146,590
A percentage of AUM
SUMMIT GLOBAL INVESTMENTS, LLC
620 South Main Street, Bountiful, UT 84010
28 2929 $1,758,129,701
A percentage of AUM, Hourly charges, Performance Based
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100, Salt Lake City, UT 84111
16 13 $1,296,628,311
A percentage of AUM, Fixed fees, Performance Based
TAYLOR DERRICK CAPITAL, L.L.C.
357 West 200 South, Suite 200, Salt Lake City, UT 84101
17 14 $634,509,889
A percentage of AUM, Fixed fees, Performance Based
IRON GATE GLOBAL ADVISORS
275 South Temple Suite 204, Salt Lake City, UT 84111
10 4359 $615,031,491
A percentage of AUM, Hourly charges
LUNT CAPITAL MANAGEMENT INC.
4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117
8 558 $506,216,428
A percentage of AUM, Subscription fees
NAVIGATE PRIVATE WEALTH, LLC
12012 South 700 East, Suite 100, Draper, UT 84020
16 2024 $459,881,234
A percentage of AUM, Hourly charges, Fixed fees
SQUIRE WEALTH ADVISORS
1329 South 800 East, Orem, UT 84097
11 1020 $306,866,213
A percentage of AUM, Hourly charges
RIGGS CAPITAL MANAGEMENT, LLC
1112 East 300 North, Suite 200, American Fork, UT 84003
7 376 $269,272,732
A percentage of AUM, Hourly charges
GUARDIAN WEALTH MANAGEMENT
50 West Broadway, Suite 904, Salt Lake City, UT 84101
3 236 $120,016,319
A percentage of AUM, Fixed fees
AG FINANCIAL, LLC
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT 84121
2 449 $110,000,000
A percentage of AUM, Fixed fees
AGILIS WEALTH MANAGEMENT,LLC
3450 N Triumph Blvd, Suite 102, Lehi, UT 84043
4 337 $101,359,732
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
CHEROKEE & WALKER MANAGEMENT
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT 84121
8 5 $96,358,429
A percentage of AUM, Performance Based

    List of Additional Advisors in Utah*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    6510 S Millrock Drive, Ste 100, Holladay, UT  84121 801-733-2731
    3630 W South Jordan Pkwy, Ste 104, South Jordan, UT  84095 801-987-3790
    60 East South Temple, 20th, Fl, Salt Lake City, UT  84111 801-322-7679
    1441 W. Ute Blvd, Suite 180, Park City, UT  84098 435-645-2773
    1441 W. Ute Blvd, Suite 180, Park City, UT  84098 435-645-2776
    60 East South Temple, 20th Fl, Salt Lake City, UT  84111 801-322-7694
    8915 S 700 E, Ste 104, Sandy, UT  84070 801-748-1733
    841 North 900 West, Orem, UT  84057 866-999-9101
    2180 S 1300 E, Ste 420, Salt Lake City, UT  84106 801-486-4595
    60 East South Temple, 20th, Fl, Salt Lake City, UT  84111 801-578-8044

      Frequently Asked Questions

      Financial advisors listed on our directory for the state of Utah provide a range of services, such as retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and financial goals. Read on to better understand how financial advisors can assist you with the various services they provide.

      Financial advisors in Utah may use different compensation methods, including charging a percentage of assets under management (AUM), hourly fees, flat fees, or commissions from product sales. It is crucial to understand your advisor's fee structure and remain mindful of potential conflicts of interest that could influence their advice. To develop a better understanding of how financial advisors charge, we recommend reading more on the costs of hiring a financial advisor.

      The qualifications that you should look for in a financial advisor include years of relevant experience in providing advisory services to people in Utah and ensuring that an advisor has the necessary licenses and registrations with trusted regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisors credentials.

      A financial advisor in Utah can help you plan for your children's education by analyzing your finances, setting savings goals, and recommending investment strategies. They provide guidance on college savings plans like 529 plans, help navigate financial aid options, and offer insights on the tax implications of education expenses. To learn more about effective ways to plan for your child's education, read on about the 5 common ways parents save for their kid's education.

      Yes, a financial advisor in Utah can help you with charitable giving by recommending tax-efficient strategies for donating to charitable organizations, such as donor-advised funds or charitable trusts. They can also help you incorporate charitable planning into your overall financial plan and provide guidance on selecting the right charities to support. To learn more about how an advisor can assist you in charitable giving, read more about Charitable Planning Strategies.

      A financial planner can help you with various financial goals such as planning for your retirement, creating strategies for investments that will help you grow your wealth, plan for tax efficient ways to save you money, to help you manage your debt, estate planning to assist you to transfer your assets to your heirs, and more. Read the article to learn more about how a financial advisor can help you with your financial goals.

      A financial advisor in Utah can help you prepare for retirement by creating a personalized financial plan that takes into account your current assets, income, expenses, and future goals. They can help you develop a savings strategy, choose retirement accounts, and manage your investments. Additionally, a financial advisor can help you plan for potential healthcare expenses during retirement and ensure that your assets are distributed according to your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.