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Find Best Financial Advisors in Utah

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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.

Finding the Top Financial Advisor in Utah
Last Updated - 28-Nov-2022

Utah has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 361 non-vetted advisors in your local area. These financial advisors in Utah have an average of 21 years of experience.

NOTE: The list of financial advisors in Utah mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Utah.

List of Qualified Financial Advisors in Utah
Financial Advisor Experience AUM Minimum Assets Fee Structure
Jared Copinga
CRPC®
EDELMAN FINANCIAL ENGINES, LLC
2795 East Cottonwood Parkway, Suite 670,
Salt Lake City, UT 84121
21 Not Specified Not Specified Fee-Based
Jake Oyler
COLWYN INVESTMENTS
10923 South Redwood Rd,
South Jordan, UT 84095
Not Disclosed $50 Million $100000 Fee-Only

Information on Qualified Financial Advisors in Utah

Qualifications CRD# 3185621
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2795 East Cottonwood Parkway, Suite 670,
Salt Lake City,
UT
84121
Phone Number 801-619-3771

As a financial planner since 2000, I help my clients make better decisions with their money so they can spend their time focusing on what's important to them. We collaborate to create a financial vision that can help to positively impact their future. Outside of work, I have a passion for photography and love entertaining with food that I grill and smoke myself.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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

About Colwyn Investments

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

    List of Additional Advisors in Utah*

    * 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
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