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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 - May 16, 2024

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.

List of Qualified Financial Advisors in Utah

Financial Advisor Experience AUM Minimum Assets Fee Structure
Rockwell Advisors
3143 S 840e #306,
Saint George, UT 84790
Not Disclosed Not Specified $50,000 Not Specified

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Information on Qualified Financial Advisors in Utah

Qualifications Firm CRD# 155216


Office Location 3143 S 840e #306,
Saint George,
UT
84790
Phone Number 435-688-2520

About Rockwell Advisors

Rockwell Advisors

Strategies for your Financial Journey Our process includes Discovering your values and vision, developing goal-based recommendations and solutions, and implementing tailored strategies. Even after the plan is implemented, we stay on this journey with you. We will regularly review the plan, keeping you informed and educated on changing economic and market conditions. As life presents new opportunities and challenges, we will be there to provide guidance and peace of mind solutions.


Customer Reviews

The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.

Top Financial Advisor Firms in Utah (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
BRIDGE INVESTMENT GROUP
111 E. Sego Lily Drive, #400, Sandy, UT 84070
2250 122 $43,318,716,000
A Percentage of AUM, Performance Based
WASATCH ADVISORS LP
505 Wakara Way, 3rd Floor, Salt Lake City, UT 84108
90 238 $22,406,537,116
A Percentage of AUM, Performance Based
TOWNSQUARE CAPITAL, LLC
5314 River Run Drive, Suite 210, Provo, UT 84604
89 28608 $6,250,778,068
A Percentage of AUM, Hourly charges, Fixed Fees
GRANDEUR PEAK GLOBAL ADVISORS
136 S Main St, Ste 720, Salt Lake City, UT 84101
53 18 $6,193,243,609
A Percentage of AUM, Performance Based
SOLTIS INVESTMENT ADVISORS, LLC
20 North Main, Suite 400, St. George, UT 84770
56 3387 $5,644,684,596
A Percentage of AUM, Fixed Fees, Performance Based
SEPIO CAPITAL, LP
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT 84121
29 2315 $5,059,745,774
A Percentage of AUM, Fixed Fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
CYNOSURE GROUP, LLC
111 South Main Street, Suite 2350, Salt Lake City, UT 84111-1929
33 579 $3,843,101,451
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
MORETON ASSET MANAGEMENT, LLC
40 N 100 E, Farmington, UT 84025
6 145 $3,530,414,255
A Percentage of AUM, Hourly charges, Other (REFERRAL FEES)
PETERSON PARTNERS
2755 E. Cottonwood Parkway, Suite 400, Salt Lake City, UT 84121
38 27 $2,057,792,608
A Percentage of AUM, Fixed Fees, Performance Based
DIVERSIFY ADVISORY SERVICES, LLC
9017 S Riverside Dr., Suite 210, Sandy, UT 84070
156 10642 $2,009,732,330
A Percentage of AUM, Hourly charges
DFPG INVESTMENTS, LLC
9017 S Riverside Drive, Suite 210, Sandy, UT 84070
156 10642 $2,009,732,330
A Percentage of AUM, Hourly charges, Fixed Fees
ZIONS CAPITAL ADVISORS, INC.
Zions Capital Advisors, One South Main St., 12th Floor, Salt Lake City, UT 84133
17 93 $1,959,976,339
A Percentage of AUM, Fixed Fees
DRIVE WEALTH ADVISERS
3333 N Digital Drive, #700, Lehi, UT 84043
14 3292 $1,830,137,115
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple, Suite 2100, Salt Lake City, UT 84111
26 15 $1,810,015,814
A Percentage of AUM, Performance Based
WEST RIM CAPITAL ASSOCIATES II, L.P.
2801 North Thanksgiving Way, Suite 200, Lehi, UT 84043
29 19 $1,788,465,610
A Percentage of AUM, Performance Based

    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.