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A densely populated state like Utah has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Utah and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
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 andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
| List of Qualified Financial Advisors in Utah | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Jake Oyler
COLWYN INVESTMENTS 10923 South Redwood Rd, South Jordan, UT 84095 |
Not Disclosed | $50 Million | $100000 | Fee-Only |
Qualifications
Firm CRD# 171858
Series 7, 63, 66
Compensation/Fee Fee-Only, Based on Assets
Office Location
10923 South Redwood Rd,
South Jordan,
UT
84095
Phone Number
385-251-5604
Colwyn Investments is an independent investment advisory firm located in South Jordan, Utah. We provide individually created portfolios that are managed on a daily basis according to your goals, risk tolerance and time-frame. We believe the fundamental principles of investing are key to long-term success. These include asset allocation, diversification, and risk management. We do not pretend to know what the future will bring, but we promise to be there when it comes. Our goal is to simplify the wealth management and retirement process by creating personalized plans to help our clients achieve their financial goals.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities
Top Financial Advisor Firms in Utah (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| WASATCH ADVISORS INC
505 Wakara Way , 3rd Floor, Salt Lake City, UT 84108 |
$39,493,239,726 | 231 |
A percentage of AUM Performance Based |
| MORETON ASSET MANAGEMENT, LLC
40 N 100 E, Farmington, UT 84025 |
$2,492,610,794 | 142 |
A percentage of AUM Hourly charges Other (REFERRAL FEES) |
| ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd , Suite 260, Salt Lake City, UT 84121 |
$2,197,146,590 | 1590 |
A percentage of AUM |
| SUMMIT GLOBAL INVESTMENTS, LLC
620 South Main Street, Bountiful, UT 84010 |
$1,758,129,701 | 2929 |
A percentage of AUM Hourly charges Performance Based |
| KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple , Suite 2100, Salt Lake City, UT 84111 |
$1,296,628,311 | 13 |
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 |
$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 |
$615,031,491 | 4359 |
A percentage of AUM Hourly charges |
| LUNT CAPITAL MANAGEMENT INC.
4725 S. Holladay Blvd, Ste 220, Holladay, UT 84117 |
$506,216,428 | 558 |
A percentage of AUM Subscription fees |
| NAVIGATE PRIVATE WEALTH, LLC
12012 South 700 East , Suite 100, Draper, UT 84020 |
$459,881,234 | 2024 |
A percentage of AUM Hourly charges Fixed fees |
| SQUIRE WEALTH ADVISORS
1329 South 800 East, Orem, UT 84097 |
$306,866,213 | 1020 |
A percentage of AUM Hourly charges |
| RIGGS CAPITAL MANAGEMENT, LLC
1112 East 300 North , Suite 200, American Fork, UT 84003 |
$269,272,732 | 376 |
A percentage of AUM Hourly charges |
| GUARDIAN WEALTH MANAGEMENT
50 West Broadway , Suite 904, Salt Lake City, UT 84101 |
$120,016,319 | 236 |
A percentage of AUM Fixed fees |
| AG FINANCIAL, LLC
2825 East Cottonwood Parkway , Suite 500, Salt Lake City, UT 84121 |
$110,000,000 | 449 |
A percentage of AUM Fixed fees |
| AGILIS WEALTH MANAGEMENT,LLC
3450 N Triumph Blvd , Suite 102, Lehi, UT 84043 |
$101,359,732 | 337 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
| CHEROKEE & WALKER MANAGEMENT
6440 South Wasatch Boulevard , Suite 200, Salt Lake City, UT 84121 |
$96,358,429 | 5 |
A percentage of AUM Performance Based |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone 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 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
