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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Draper
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
12
non-vetted advisors in your local area. These financial advisors in
Draper, Utah
have an average of
21
years of experience.
NOTE: The list of financial
advisors in
Draper, 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
Draper, Utah.
| Qualified Financial Advisors in Draper, 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 |
| 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 |
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
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.
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.
Top Financial Advisor Firms in Draper, Utah (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| FORESIGHT WEALTH MANAGEMENT, LLC
11550 South 700 East , Suite 100, Draper, UT 84020 |
$1,347,928,530 | 3243 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| HEALTHEQUITY ADVISORS
15 West Scenic Pointe Drive , Suite 100, Draper, UT 84020 |
$1,053,349,898 | 96234 |
A percentage of AUM Fixed fees |
| TOWER ARCH CAPITAL
14034 S. 145 E. , Suite 300, Draper, UT 84020 |
$829,878,118 | 5 |
A percentage of AUM Performance Based |
| 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 |
| COIGN CAPITAL ADVISORS LLC
12012 South 700 E. , Suite 100, Draper, UT 84020 |
$316,334,125 | 957 |
A percentage of AUM Fixed fees |
| FINANCIAL NETWORK WEALTH MANAGEMENT LLC
38 W 13775 S , Suite 310, Draper, UT 84020 |
$231,417,206 | 698 |
A percentage of AUM Hourly charges Fixed fees |
| AILSA CAPITAL, INC.
272 E 12200 S , Suite 100, Draper, UT 84020 |
$210,262,892 | 936 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| LONE PEAK ADVISERS
11650 South State Street , Suite 200, Draper, UT 84020 |
$148,039,344 | 797 |
A percentage of AUM |
| FINANCIAL NETWORK WEALTH ADVISORS LLC
38 West 13775 South , Suite 300, Draper, UT 84020 |
$140,873,863 | 343 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Michael Maddocks Inquire with Michael |
12012 S 700 E, Ste 210, Draper, UT 84020 | 801-676-4541 |
| John Wright Inquire with John |
12012 S 700 E, Ste 210, Draper, UT 84020 | 801-274-1857 |
| Joseph Allen Inquire with Joseph |
12012 S 700 E, Ste 210, Draper, UT 84020 | 801-274-1857 |
| John Finlayson Holmgren Inquire with John |
11681 S 700 E, Ste 100, Draper, UT 84020 | 801-676-4540 |
| Transamerica Financial Advisors Inquire with Transamerica |
12217 South Lone Peak Parkway, Suite 150, Draper, UT 84020 | 801-568-0614 |
| Allstate Personal Financial Representative: Robert Bradfield Inquire with Allstate |
11576 S State St, Ste 1003, Draper, UT 84020 | 801-573-8295 |
| Allstate Personal Financial Representative: Neil Barney Inquire with Allstate |
668 E 12225 S, Ste 202, Draper, UT 84020 | 801-748-4111 |
| RJ Cunningham Inquire with RJ |
12217 S. Lone Peak Pkwy., Suite 150, Draper, UT 84020 | 801-568-0614 |
| Edward Jones Inquire with Edward |
12339 S 800 E, #3, Draper, UT 84020 | 801-816-0654 |
| Edward Jones Inquire with Edward |
12198 S State St, Ste 8, Draper, UT 84020 | 801-733-0115 |
Grow your AUM with pre-qualified leads!
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