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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 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 |
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 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 |
* 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 |
Grow your AUM with pre-qualified leads!
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