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Portfolio Size of 100K and
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
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.
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.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 86 | 231 | $39,493,239,726 | A percentage of AUM, Performance Based
|
|
| 6 | 142 | $2,492,610,794 | A percentage of AUM, Hourly charges, Other (REFERRAL FEES)
|
|
| 24 | 1590 | $2,197,146,590 | A percentage of AUM
|
|
| 28 | 2929 | $1,758,129,701 | A percentage of AUM, Hourly charges, Performance Based
|
|
| 16 | 13 | $1,296,628,311 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 17 | 14 | $634,509,889 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 10 | 4359 | $615,031,491 | A percentage of AUM, Hourly charges
|
|
| 8 | 558 | $506,216,428 | A percentage of AUM, Subscription fees
|
|
| 16 | 2024 | $459,881,234 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 11 | 1020 | $306,866,213 | A percentage of AUM, Hourly charges
|
|
| 7 | 376 | $269,272,732 | A percentage of AUM, Hourly charges
|
|
| 3 | 236 | $120,016,319 | A percentage of AUM, Fixed fees
|
|
| 2 | 449 | $110,000,000 | A percentage of AUM, Fixed fees
|
|
| 4 | 337 | $101,359,732 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees
|
|
| 8 | 5 | $96,358,429 | A percentage of AUM, Performance Based
|
* 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 |
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.
