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Find Top Financial Advisors in Salt Lake City, 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.

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Finding the Top Financial Advisor in Salt Lake City, Utah
Last Updated - 25-Mar-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 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 Salt Lake City, 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

Information on Qualified Financial Advisors in Salt Lake City

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


Top Financial Advisor Firms in Salt Lake City, Utah (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
WASATCH ADVISORS INC
505 Wakara Way , 3rd Floor,
Salt Lake City, UT 84108
$39,493,239,726 231 A percentage of AUM
Performance Based
ALTA CAPITAL MANAGEMENT LLC
6440 South Wasatch Blvd , Suite 260,
Salt Lake City, UT 84121
$2,197,146,590 1590 A percentage of AUM
KEYSTONE NATIONAL GROUP, LLC
60 E. South Temple , Suite 2100,
Salt Lake City, UT 84111
$1,296,628,311 13 A percentage of AUM
Fixed fees
Performance Based
SUNDANCE BAY
1240 East 2100 South, Suite 300,
Salt Lake City, UT 84106-2817
$718,024,835 8 A percentage of AUM
Performance Based
TAYLOR DERRICK CAPITAL, L.L.C.
357 West 200 South , Suite 200,
Salt Lake City, UT 84101
$634,509,889 14 A percentage of AUM
Fixed fees
Performance Based
IRON GATE GLOBAL ADVISORS
275 South Temple Suite 204,
Salt Lake City, UT 84111
$615,031,491 4359 A percentage of AUM
Hourly charges
ABG CONSULTANTS
7090 South Union Park Avenue , Suite 650,
Salt Lake City, UT 84047
$477,846,807 422 A percentage of AUM
Hourly charges
Fixed fees
JACOBSEN CAPITAL MANAGEMENT
101 South 200 East , Suite 524,
Salt Lake City, UT 84111
$380,840,506 354 A percentage of AUM
Hourly charges
Fixed fees
SEVEN CANYONS ADVISORS, LLC
22 East 100 South , 3rd Floor,
Salt Lake City, UT 84111
$314,185,701 3 A percentage of AUM
Performance Based
NORTH CAPITAL
623 E Fort Union Blvd. , Suite 101,
Salt Lake City, UT 84047
$267,845,854 638 A percentage of AUM
Hourly charges
Fixed fees
ASHWORTH WEALTH, LLC
257 East 200 South , Suite 750,
Salt Lake City, UT 84111
$261,330,563 299 A percentage of AUM
Hourly charges
Fixed fees
COTTONWOOD WEALTH STRATEGIES, LLC
650 South 500 West , Suite #176,
Salt Lake City, UT 84101
$230,715,552 661 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
GUARDIAN WEALTH MANAGEMENT
50 West Broadway , Suite 904,
Salt Lake City, UT 84101
$120,016,319 236 A percentage of AUM
Fixed fees
AG FINANCIAL, LLC
2825 East Cottonwood Parkway , Suite 500,
Salt Lake City, UT 84121
$110,000,000 449 A percentage of AUM
Fixed fees
CHEROKEE & WALKER MANAGEMENT
6440 South Wasatch Boulevard , Suite 200,
Salt Lake City, UT 84121
$96,358,429 5 A percentage of AUM
Performance Based

    List of Additional Advisors in Salt Lake City, Utah*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Aaron Rokeach
    Inquire with Aaron
    60 East South Temple, 20th, Fl, Salt Lake City, UT  84111 801-322-7679
    Brian R Bevan
    Inquire with Brian
    60 East South Temple, 20th Fl, Salt Lake City, UT  84111 801-322-7694
    Bradley D Carter
    Inquire with Bradley
    2180 S 1300 E, Ste 420, Salt Lake City, UT  84106 801-486-4595
    Alan Dickson
    Inquire with Alan
    60 East South Temple, 20th, Fl, Salt Lake City, UT  84111 801-578-8044
    Alan D. Paulson
    Inquire with Alan
    60 East South Temple, 20th, Fl, Salt Lake City, UT  84111 801-322-7668
    Brandon Ross
    Inquire with Brandon
    60 East South Temple, 20th Fl, Salt Lake City, UT  84111 801-322-7617
    Brian Parcell
    Inquire with Brian
    60 East South Temple, 20th Fl, Salt Lake City, UT  84111 801-578-8015
    Allen Financial
    Inquire with Allen
    202 E 5900 S, Salt Lake City, UT  84107 801-569-9589
    Brian L Monson
    Inquire with Brian
    2180 S 1300 E, Ste 420, Salt Lake City, UT  84106 801-486-4595
    Barton L Williams
    Inquire with Barton
    60 East South Temple, 20th Fl, Salt Lake City, UT  84111 801-322-7621
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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?