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 - 25-Mar-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 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
10923 South Redwood Rd,
South Jordan, UT 84095
Not Disclosed $50 Million $100000 Fee-Only

Information on Qualified Financial Advisors in Utah

Qualifications Firm CRD# 171858
Series 7, 63, 66

Compensation/Fee Fee-Only, Based on Assets

Office Location 10923 South Redwood Rd,
South Jordan,
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
505 Wakara Way , 3rd Floor,
Salt Lake City, UT 84108
$39,493,239,726 231 A percentage of AUM
Performance Based
40 N 100 E,
Farmington, UT 84025
$2,492,610,794 142 A percentage of AUM
Hourly charges
6440 South Wasatch Blvd , Suite 260,
Salt Lake City, UT 84121
$2,197,146,590 1590 A percentage of AUM
620 South Main Street,
Bountiful, UT 84010
$1,758,129,701 2929 A percentage of AUM
Hourly charges
Performance Based
60 E. South Temple , Suite 2100,
Salt Lake City, UT 84111
$1,296,628,311 13 A percentage of AUM
Fixed fees
Performance Based
357 West 200 South , Suite 200,
Salt Lake City, UT 84101
$634,509,889 14 A percentage of AUM
Fixed fees
Performance Based
275 South Temple Suite 204,
Salt Lake City, UT 84111
$615,031,491 4359 A percentage of AUM
Hourly charges
4725 S. Holladay Blvd, Ste 220,
Holladay, UT 84117
$506,216,428 558 A percentage of AUM
Subscription fees
12012 South 700 East , Suite 100,
Draper, UT 84020
$459,881,234 2024 A percentage of AUM
Hourly charges
Fixed fees
1329 South 800 East,
Orem, UT 84097
$306,866,213 1020 A percentage of AUM
Hourly charges
1112 East 300 North , Suite 200,
American Fork, UT 84003
$269,272,732 376 A percentage of AUM
Hourly charges
50 West Broadway , Suite 904,
Salt Lake City, UT 84101
$120,016,319 236 A percentage of AUM
Fixed fees
2825 East Cottonwood Parkway , Suite 500,
Salt Lake City, UT 84121
$110,000,000 449 A percentage of AUM
Fixed fees
3450 N Triumph Blvd , Suite 102,
Lehi, UT 84043
$101,359,732 337 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
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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      Frequently Asked Questions

      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?