wiseradvisor

Compare 3 financial advisors near you matched to your specific needs
Personalized Advice For Portfolio Size of 100k And Above
  1. Tell Us Your Financial Goals
  2. Compare Advisors
  3. Select the Advisor That is Right For You

  Your Information is Safe and Secure

Find Top Financial Advisors in Draper, Utah

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.

Finding the Top Financial Advisor in Draper, Utah

Last Updated - November 28, 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 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.

Are you a Financial Advisor in Draper?

Active investors submitted requests in your area. Do you qualify to be in our network and get matched?

Customer Reviews

Top Financial Advisor Firms in Draper, Utah (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
FORESIGHT WEALTH MANAGEMENT, LLC
11550 South 700 East, Suite 100, Draper, UT 84020
21 3243 $1,347,928,530
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
HEALTHEQUITY ADVISORS
15 West Scenic Pointe Drive, Suite 100, Draper, UT 84020
8 96234 $1,053,349,898
A percentage of AUM, Fixed fees
TOWER ARCH CAPITAL
14034 S. 145 E., Suite 300, Draper, UT 84020
17 5 $829,878,118
A percentage of AUM, Performance Based
NAVIGATE PRIVATE WEALTH, LLC
12012 South 700 East, Suite 100, Draper, UT 84020
16 2024 $459,881,234
A percentage of AUM, Hourly charges, Fixed fees
COIGN CAPITAL ADVISORS LLC
12012 South 700 E., Suite 100, Draper, UT 84020
8 957 $316,334,125
A percentage of AUM, Fixed fees
FINANCIAL NETWORK WEALTH MANAGEMENT LLC
38 W 13775 S, Suite 310, Draper, UT 84020
5 698 $231,417,206
A percentage of AUM, Hourly charges, Fixed fees
AILSA CAPITAL, INC.
272 E 12200 S, Suite 100, Draper, UT 84020
5 936 $210,262,892
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
LONE PEAK ADVISERS
11650 South State Street, Suite 200, Draper, UT 84020
10 797 $148,039,344
A percentage of AUM
FINANCIAL NETWORK WEALTH ADVISORS LLC
38 West 13775 South, Suite 300, Draper, UT 84020
4 343 $140,873,863
A percentage of AUM, Hourly charges

    List of Additional Advisors in Draper, Utah*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    12012 S 700 E, Ste 210, Draper, UT  84020 801-676-4541
    12012 S 700 E, Ste 210, Draper, UT  84020 801-274-1857
    12012 S 700 E, Ste 210, Draper, UT  84020 801-274-1857
    11681 S 700 E, Ste 100, Draper, UT  84020 801-676-4540
    12217 South Lone Peak Parkway, Suite 150, Draper, UT  84020 801-568-0614
    11576 S State St, Ste 1003, Draper, UT  84020 801-573-8295
    668 E 12225 S, Ste 202, Draper, UT  84020 801-748-4111
    1111 East Draper Pkwy, Suite 310, Draper, UT  84020 801-568-0614
    12339 S 800 E, #3, Draper, UT  84020 801-816-0654
    12198 S State St, Ste 8, Draper, UT  84020 801-733-0115

      Frequently Asked Questions

      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.