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Find Top Financial Advisors in Lehi, Utah

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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.

Finding the Top Financial Advisor in Lehi, Utah
Last Updated - 08-Aug-2022

Lehi has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 10 non-vetted advisors in your local area. These financial advisors in Lehi, Utah have an average of 21 years of experience.

NOTE: The list of financial advisors in Lehi, 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 Lehi, Utah.

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
Jared Copinga
Chartered Retirement Planning Counselor (CRPC®), CRPC®
EDELMAN FINANCIAL ENGINES, LLC
2825 East Cottonwood Parkway,
Suite 460,
Salt Lake City, UT 84121
21 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Lehi

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

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


Qualifications CRD# 3185621
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 2825 East Cottonwood Parkway,
Suite 460,
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.

About Edelman Financial Engines, LLC

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 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 Hourly charges
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
Agilis Wealth Management,Llc
3450 N Triumph Blvd , Suite 102,
Lehi, UT 84043
$101,359,732 337 A percentage of AUM
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
Fixed fees

    List of Additional Advisors in Lehi, Utah*

    * 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
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      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?