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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.
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 |
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
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.
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 |
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 |
$208,573 | 3 |
A percentage of AUM |
* 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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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.
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