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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.
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.
| Qualified Financial Advisors in Lehi, 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 |
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
Top Financial Advisor Firms in Lehi, Utah (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| WEST RIM CAPITAL ASSOCIATES II, L.P.
2801 North Thanksgiving Way , Suite 200, Lehi, UT 84043 |
$2,101,296,976 | 22 |
A percentage of AUM Performance Based |
| DRIVE WEALTH ADVISERS
2000 W. Ashton Blvd. , Suite 120, Lehi, UT 84043 |
$1,230,473,362 | 1855 |
A percentage of AUM Hourly charges Fixed fees Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER) |
| ANDINA FAMILY OFFICES
Thanksgiving Business Park , 2600 Executive Parkway, Suite 451, Lehi, UT 84043 |
$461,182,633 | 908 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| B.O.S.S. RETIREMENT ADVISORS, LLC
3400 N Ashton Blvd , Suite 190, Lehi, UT 84043 |
$433,931,350 | 5850 |
Fixed fees Other (REFERRAL FEES) |
| SOLIDARITY WEALTH, LLC
3300 N. Triumph Boulevard, Suite 100, Lehi, UT 84043 |
$250,763,185 | 218 |
A percentage of AUM Subscription fees Fixed fees |
| SWITCHPOINT FINANCIAL PLANNING LLC
2901 W Bluegrass Blvd , Suite 200 - 26, Lehi, UT 84043 |
$129,688,276 | 299 |
A percentage of AUM Hourly charges Fixed fees |
| DECKER RETIREMENT PLANNING INC.
2889 W Ashton Blvd. , Suite 125, Lehi, UT 84043 |
$121,443,824 | 884 |
A percentage of AUM Hourly charges |
| AGILIS WEALTH MANAGEMENT,LLC
3450 N Triumph Blvd , Suite 102, Lehi, UT 84043 |
$101,359,732 | 337 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
| MY PROSPER TEAM
3130 West Maple Loop Drive , Suite 203, Lehi, UT 84043 |
$25,174,000 | 849 |
A percentage of AUM Hourly charges Fixed fees |
| EVESTIA FINANCIAL
2975 W Executive Pkwy , Ste 205, Lehi, UT 84043 |
$2,356,002 | 12 |
A percentage of AUM Hourly charges Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| UCCU Financial Group Inquire with UCCU |
3333 N. Digital Dr., Suite 200, Lehi, UT 84043 | 801-223-7502 |
| Holbrook Farms Inquire with Holbrook |
2400 N 3130 W, Lehi, UT 84043 | 801-270-6484 |
| Marshall Nielson Inquire with Marshall |
4116 West 1530 North, Lehi, UT 84043 | 801-687-4788 |
| William Black Inquire with William |
1176 N 1400 W, Suite 152/112, Lehi, UT 84604 | 801-561-1053 |
| Debora Nelson Inquire with Debora |
2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 |
| Elisa Black Inquire with Elisa |
2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 |
| Kalleen Campbell Inquire with Kalleen |
2975 West Executive Parkway, Suite 152/112, Lehi, UT 84043 | 801-561-1053 |
| Edward Jones Inquire with Edward |
3435 N Center Street, Suite 2, Lehi, UT 84043 | 801-331-8355 |
| Edward Jones Inquire with Edward |
75 West State Street, Suite B, Lehi, UT 84043 | 801-768-0718 |
| Edward Jones Inquire with Edward |
111 E Main St, Suite L1, Lehi, UT 84043 | 801-407-1150 |
Grow your AUM with pre-qualified leads!
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