Home
Financial Advisor
Utah
Draper
HEALTHEQUITY ADVISORS

HEALTHEQUITY ADVISORS

Tel: 801-508-3248 15 West Scenic Pointe Drive Suite 100 Draper, Utah 84020

About HEALTHEQUITY ADVISORS

HEALTHEQUITY ADVISORS is a Draper, Utah based financial advisory firm with nearly $1,194,434,022 in assets under management and provides investment advisory services for 107327 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

167105

Firm SEC#:

801-78001

Assets Under Management:

$1,194,434,022

No. of Clients:

107327

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Other (PORTFOLIO CONSULTING)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Utah?

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

Top Financial Advisory Firms in Utah, Draper

FirmCRD#:169057
SEC#:801-100344
No. of Advisors:21
No. of Clients:7
AUM:$1,896,142,535
FirmCRD#:290558
SEC#:801-112411
No. of Advisors:40
No. of Clients:4976
AUM:$1,461,172,171
FirmCRD#:170774
SEC#:801-79648
No. of Advisors:12
No. of Clients:1804
AUM:$462,565,254
FirmCRD#:226721
SEC#:801-110864
No. of Advisors:10
No. of Clients:2382
AUM:$375,281,037
FirmCRD#:171306
SEC#:801-112895
No. of Advisors:6
No. of Clients:884
AUM:$287,876,151
FirmCRD#:282904
SEC#:801-130385
No. of Advisors:5
No. of Clients:536
AUM:$130,277,879
FirmCRD#:296772
SEC#:801-127627
No. of Advisors:10
No. of Clients:743
AUM:$119,000,000
FirmCRD#:147725
SEC#:801-131649
No. of Advisors:3
No. of Clients:140
AUM:$116,000,000

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.